Dan Willers
Chartered Financial Planner
Qualifications
About Dan
Dan has been in financial services for more than 18 years and has been a member of our team for more than six years. He specialises in investments, pensions, tax planning protection and estate planning. Building relations with clients for the long term, Dan helps our clients through their financial transitions.
Dan was shortlisted in the Professional Paraplanner Awards in 2020, a great achievement and one we are proud of at Robertson Baxter.
Most recently as Dan moves over to working as a Financial Planner, he has been awarded the Chartered Associate badge from The London Institute of Banking & Finance.
The Institute provide lifelong learning opportunities for professionals developing their careers in financial services. Chartered Associates are highly qualified, adhere to working ethically and have years of experience working in the financial services sector. Â We are incredibly proud that Dan is developing his skills with Robertson Baxter.
Dan is a keen supporter of Rotherham United and is a long-term season ticket holder. When he finds the time, Dan likes to go to the gym and stay active.
What others say about Robertson Baxter
In our recent survey 100% of clients view us as their trusted advisers for their financial affairs .
88% of people in our recent survey believe working with us has had a positive and meaningful impact on their lives.
96% of clients would recommend us to their family and friends
Dan in the spotlight
Registered in England & Wales number: 5847483 | VAT Registration Number: 159 4227 91
Robertson Baxter Limited is directly authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 462209
Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
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