Dan Cardno

Financial Adviser - Associate Director @Lewis Christopher Ltd

Milton Keynes, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2025 — Present

Financial Adviser - Associate Director @Lewis Christopher Ltd

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Milton Keynes, GB

At Lewis Christopher, we provide clear, personalised advice across:Retirement Planning – helping you prepare for the lifestyle you want to live Investments & Wealth Management – making your money work smarter for youPensions – ensuring long-term security and peace of mindMortgages – finding the right solutions for your home or property goalsProtection Insurance – safeguarding you, your family and what matters most to youPlease get in touch for a free 1-hour consultation.

EDUCATION

N/A

Walbrook Institute London

Diploma for Financial Advisors (DipFA), Financial Planning and Services

SKILLS

Contingent WorkforceMicrosoft OfficeSalesIndirect TaxationBank ReconciliationFinancial PerformanceTenderManagementBex ReportingCash ManagementStock ControlCost ManagementPresentationsJournalsFinancial AccountingBex AnalyzerBudgetingTime ManagementSourcingAccountingProcurement ContractsCost AccountingFinancial ReportingAccount ReconciliationAuditingSpreadsheetsProject PlanningRevenueLyncSap PortalSustainable ProcurementRfpMicrosoft ExcelStock ManagementTeamworkSpend AnalysisFinancial StatementsCustomer Service

ABOUT DAN CARDNO

After 12 years at Deloitte, specialising in Global HR Procurement strategy, I make the transtion to the family Financial Advisory business, Lewis Christopher Ltd. My career to date has been built on developing strong client relationships, understanding complex business needs and delivering value to the organisation. I bring this experience in to the financial advisory world, helping individuals and families make financial decisions for now and in the future. I\'m excited to grow Lewis Christopher and support our clients needs making a positive difference to their lives. At Lewis Christopher, we provide clear, personalised advice across:Retirement Planning – helping you prepare for the lifestyle you wantInvestments & Wealth Management – making your money work smarter for youPensions – ensuring long-term security and peace of mindMortgages – finding the right solutions for your home or property goalsProtection Insurance – safeguarding what matters mostPlease reach out to me for a free initial consultation

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Dan Cardno — Financial Adviser - Associate Director at Lewis Christopher Ltd in Milton Keynes, GB | Unifers