Dan joined Nelsons in January 2022 and is an Associate and Independent Financial Adviser in our specialist Investment Management team.
Dan’s areas of expertise include pensions and retirement planning, cash flow modelling as well as investment advice for individuals and businesses. Dan also specialises in Inheritance Tax and Life Insurance planning.
Dan is also a member of our internal Investment Committee.
Areas of expertise
Professional information
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Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning (DipPFS)
Recent articles from Dan Freestone
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Blogs Wealth Management BlogsFeeling Financial Stress? Put A Plan Together & Set Your Mind At Ease Read More
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Blogs Wealth Management BlogsThinking Of Switching Your Investments To Cash? Take A Breath, Read This & Contact Us! Read More
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