Dan Willers Chartered Financial Planner
Chartered Financial Planner @Robertson Baxter
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WORK HISTORY
Chartered Financial Planner @Robertson Baxter
West Yorkshire, GB
EDUCATION
Maltby Comprehensive School
GCSE's
Other Qualifications
Financial Planning and Services
LIBF
Diploma for Financial Advisers (DipFA), Diploma In Financial Advice (DipFA)
Maltby Sixth Form College
AS Levels, Economics
LIBF
Level 6 Advanced Diploma in Financial Advice (Adv DipFA)
SKILLS
ABOUT DAN WILLERS CHARTERED FINANCIAL PLANNER
Boasting two decades of experience in Financial Services, my career has been driven by a singular passion: enhancing my clients\' financial well-being. From my beginnings in financial administration to a decade as a specialist Paraplanner and now a Chartered Financial Planner, I\'ve dedicated myself to guiding clients through their financial journeys with expertise and care.My work is profoundly client-centered. I am committed to helping clients achieve their financial dreams, whether they\'re just starting out, planning for retirement, or seeking financial independence. My expertise covers a broad spectrum, including investments, pensions, protection, and estate & tax planning, with a focus on holistic, complex solutions tailored to each client\'s unique needs.At Robertson Baxter, we pride ourselves on tackling financial challenges with innovative solutions, supported by our network of legal and accounting professionals. My approach is personal—I blend meticulous attention to detail with wit and humor, making financial planning an enjoyable and rewarding experience.Discover the difference passion for financial well-being can make. Let\'s achieve your financial goals together.
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