Dan Beecroft
Financial Planner @Charles Stanley
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WORK HISTORY
Financial Planner @Charles Stanley
London, GB
Providing financial planning on retirement and Inheritance Tax.
EDUCATION
Chartered Insurance Institute
J12 Securities Advice & Dealing, Investments and Securities
Chartered Insurance Institute
J05 Pension income options
Chartered Insurance Institute
R02, Investment Principles and Risk
Chartered Insurance Institute
R01, Financial Services, Regulations and Ethics
Chartered Insurance Institute
AF4 Investment Planning
Chartered Insurance Institute
R04, Pensions and retirement planning
Chartered Insurance Institute
CF8, Long term care insurance
Chartered Insurance Institute
R03, Personal taxation
The Chartered Institute for Securities & Investment (The CISI)
Introduction to Securities and Investment, Investments and Securities
Chartered Insurance Institute
J10, Discretionary Investment Management
Chartered Insurance Institute
R06, Financial planning practise
Chartered Insurance Institute
R05, Financial protection
ABOUT DAN BEECROFT
Providing financial planning advice to high-net-worth clients on: Inheritance Tax Planning Retirement Planning PensionsOffering advice on investment portfolios for individuals, charities & trusts. Increasing portfolio values over the longer term Increasing income generated from investments Helping clients retire early Providing clients with financial security in their later yearsI joined Garrison Investment Analysis, an execution-only with guidance service, based in Beverley in 2013. I started as an apprentice and within a year I was fully enrolled as part of a keen team supporting clients. Garrison became a key cog of our parent company Charles Stanley and, with a new developing role, I started my exams in this industry - becoming Diploma qualified in 2021. I am very excited to be part of the highly skilled OneStep team advising clients on Inheritance Tax and Pension Planning. CISI Introduction to Securities & Investments Award 2019 COLWMA Exceptional Customer Service Award 2021 Contact me at work on 02•••••••57 or email me at d••••••••@charles-stanley.co.uk for more information.
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