About Daniel
Daniel was studying a degree in Golf Management at university, when he decided to become a professional golfer.
Having always been intrigued by the business side of golf, he worked at a number of large golf resorts including Formby Hall, for many years. With business becoming a greater passion, Dan decided to change paths and left to join the St. James’s Place Academy.
Dan has joined the Capstone Financial team as a fully qualified Financial Planner and gives financial advice to business owners, professionals and families. Dan has always enjoyed coaching and continues this skillset from his time as a golf pro to helping clients with their finances.
Dan helps his clients plan for retirement, protect their family or business and maximise their wealth. He is focused on finding out what is important to you, understanding the aims and objectives for you and your family, and making a robust plan that will get you where you want to be.
When not working, Dan is often found on the golf course or watching football. He also enjoys keeping fit at the gym and walking his Bichon Frise.