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- CERTIFIED FINANCIAL PLANNERTM professional
- CISI Level 7 Diploma in Advanced Financial Planning
- CISI Level 6 Certificate in Advanced Financial Planning
- CII Diploma in Regulated Financial Planning
- BSc (Hons) Mathematics
Dan joined Depledge at the start of 2017 after graduating with a First-Class Honours degree in Mathematics from Durham University and now has several years of experience working in the Financial Planning industry.
Dan previously supported our other Financial Planners with calculations, cashflow reports, research, suitability reports, formulating advice for clients and training new members of staff in various roles. Dan is now a Financial Planning Consultant and uses his technical knowledge and problem solving skills to help clients with their Financial Planning requirements.
Dan achieved the Diploma in Regulated Financial Planning in 2021 and in 2022 became a CERTIFIED FINANCIAL PLANNERTM professional, requiring a Master’s degree level of study and the highest level qualification in Financial Planning. He continues to work towards other qualifications to ensure clients receive advice and planning of the highest standard.
Dan enjoys spending his spare time with his wife and wider family. He is a keen golfer and enjoys travelling, attending concerts and follows a number of sports including rugby league, football and Formula 1.
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Dan’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Dan’s.