Dan joined 7IM in 2017 as a private client manager. He has financial industry experience of 21 years, 19 of which has seen him advising clients based in the UK and internationally.

Previously a Partner at Killik & Co, Dan spent the eight years prior to joining 7IM based out of the firm’s offshore office in the Dubai International Financial Centre delivering Wealth Planning and Investment advice to expat clients living typically in the UAE, Hong Kong and Singapore. At the same time he maintained responsibility for a London based team, advising clients in the UK. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the Certified Financial PlannerCM certification from the Institute of Financial Planning.