Helping people like you retire with confidence.
Forgeside House Cardiff Bay Busines, F03 Forgeside Close, Cardiff, CF24 5FA Directionshttps://www.yell.com/biz/hartley-ross-cardiff-8085245/#view=map
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Dan is a qualified Chartered Associate of The London Institute of Banking & Finance. He is also Senior Partner and Financial Planner at Hartley Ross, providing financial advice and wealth management solutions to new and existing clients.
Previously, he studied Law and Business Administration; graduating from Cardiff University in 2004. Between 2004 - 2007 he specialised in secured lending and equity release advice. In 2007, he accepted an offer from Lloyds Bank to provide investment advice and wealth management solutions for Lloyds' Private Banking's high-net-worth and corporate clients. Following redundancy in 2014, Dan began a partnership with True Potential Wealth Management, a national independent adviser network, continuing to provide Wealth Management solutions for clients. In 2016, True Potential restructured, presenting the opportunity for one final career change.
Dan co-founded Hartley Ross in 2016. Hartley Ross are a Directly Authorised firm who provide independent financial advice. Currently, the firm has two senior financial planners, three mortgage and protection advisers, a range of support staff and provides advisory services to more than 500 clients.
Products & Services
independent financial advisers
life assurance & pension companies
critical illness insurance
inheritance tax planning
Corporate and Commercial plans
income protection insurance
commercial & business finance
buy to let mortgages
Investment and Trust Companies
Life Assurance and Pension Companies
Life Assurance and Pension Consultants
Child Trust Funds
- Member of London Institute of Banking and Finance
- Federation of Small Businesses
- Cemap, Diploma (London Institute of Banking & Finance)
- Financial Planning, Level 6 Advanced Diploma (Chartered Insurance Institute)