Dan has been with Blevins Franks since 2004. Before moving to France, he worked in Manchester for Your Communications, a United Utilities business, and for other telecommunications and sales companies in between enjoying some travelling.
Dan holds a Diploma for Financial Advisers (DipFA) from the London Institute of Banking and Finance (LIFB), as well as a Certificate in Financial Planning from the Chartered Insurance Institute (CII). He is also a graduate of Lancaster University in Religious Studies.
As a Private Client Manager, Dan assists the Partners in France by undertaking regular portfolio and tax planning strategy reviews for clients throughout the local area. He is supported in providing holistic tax and wealth management advice by our tax, investments and pensions specialists in Malta and London. Based in the Bordeaux office, he predominantly works with Blevins Franks’ clients in the South West and North of France.
Dan lives with his French wife and two young daughters on the outskirts of Bordeaux at the beginning of the Pessac-Léognan wine region. When away from the office, Dan enjoys spending time with his family and friends, and is also a keen cyclist.