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Dan Britton Chartered And Certified Financial Planner Email & Phone Number
Chartered Financial Planner and Chartered Wealth Manager
at
Blue Wealth
LinkedIn matched
✓ Verified Jul 2026
2 data sources
Profile completeness 86%
Current company
Role
Chartered Financial Planner and Chartered Wealth Manager
Location
Greater Bristol Area, United Kingdom
Company size
Who is Dan Britton Chartered And Certified Financial Planner? Overview
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Quick answer
Dan Britton Chartered And Certified Financial Planner is listed as Chartered Financial Planner and Chartered Wealth Manager at Blue Wealth, a with 5 employees, based in Greater Bristol Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Dan Britton Chartered And Certified Financial Planner.
Dan Britton Chartered And Certified Financial Planner previously worked as Chartered Financial Planner & Chartered Wealth Manager at Blue Wealth and Chartered Financial Planner & Chartered Wealth Manager at Whitechurch Securities Ltd.
Company email context
Email format at Blue Wealth
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Blue Wealth
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Profile bio
About Dan Britton Chartered And Certified Financial Planner
I co-own a successful Financial Planning business and I help small business owners with kids, create financial freedom.Running a business, whilst growing your personal wealth and securing your kids future, all provide a unique set of circumstances that I understand, because it is a journey I am on.The main pain points I encounter include:•We dont have the time or energy to focus on our personal finances?•Where does our money go every month?•When can we retire? Can we ever retire? How much do we need to retire?•What do we need to sell the business for? •Can we save personal or corporation tax? •Are we investing enough?•Should we be investing for the children?•Can we extract more profit from my business?•Do we need Wills? These are all questions I can help answer. As a Chartered and Certified financial planner and pension expert I can move you from stess and anxiety to resilience and security. I focus on client outcomes, with a collaborative financial plan and meaningful cash flow models you can protect your family, build solid foundations, retire confidently whilst minimising tax and hassle.If you want a chat DM me. Dan.britton@bluewealth.co.uk
Listed skills include Financial Planning, Retirement Planning, Wealth Management, Inheritance Tax Planning, and 27 others.
Current workplace
Dan Britton Chartered And Certified Financial Planner's current company
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Blue Wealth
6 roles
Dan Britton Chartered And Certified Financial Planner work experience
A career timeline built from the work history available for this profile.
Chartered Financial Planner & Chartered Wealth Manager
Current
May 2016 - Present
Chartered Financial Planner & Chartered Wealth Manager
Sep 2012 - Apr 2016
Paraplanner
Money Wise Ifa
Jan 2010 - Sep 2012
Financial Planner
Jul 2007 - Dec 2009
Working With Financial Planners
Clerical Medical
Jan 2004 - Apr 2008
Team & coworkers
Colleagues at Blue Wealth
Other employees you can reach at bluewealth.co.uk. View company contacts for 5 employees →
FAQ
Frequently asked questions about Dan Britton Chartered And Certified Financial Planner
Quick answers generated from the profile data available on this page.
What company does Dan Britton Chartered And Certified Financial Planner work for?
Dan Britton Chartered And Certified Financial Planner works for Blue Wealth.
What is Dan Britton Chartered And Certified Financial Planner's role at Blue Wealth?
Dan Britton Chartered And Certified Financial Planner is listed as Chartered Financial Planner and Chartered Wealth Manager at Blue Wealth.
Where is Dan Britton Chartered And Certified Financial Planner based?
Dan Britton Chartered And Certified Financial Planner is based in Greater Bristol Area, United Kingdom while working with Blue Wealth.
What companies has Dan Britton Chartered And Certified Financial Planner worked for?
Dan Britton Chartered And Certified Financial Planner has worked for Blue Wealth, Whitechurch Securities Ltd, Money Wise Ifa, Synergie Financial Planning Ltd, and Clerical Medical.
Who are Dan Britton Chartered And Certified Financial Planner's colleagues at Blue Wealth?
Dan Britton Chartered And Certified Financial Planner's colleagues at Blue Wealth include Rob Bowers, Sarah Britton Cert Cii, and Adrian Thorley.
How can I contact Dan Britton Chartered And Certified Financial Planner?
You can use AeroLeads to view verified contact signals for Dan Britton Chartered And Certified Financial Planner at Blue Wealth, including work email, phone, and LinkedIn data when available.
What skills is Dan Britton Chartered And Certified Financial Planner known for?
Dan Britton Chartered And Certified Financial Planner is listed with skills including Financial Planning, Retirement Planning, Wealth Management, Inheritance Tax Planning, Financial Advisory, Retirement, Pensions, and Cash Flow Forecasting.
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