Blogs
Wealth Management
Q2/Q3 2024 – Nelsons Market Update Report
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Dan joined Nelsons in January 2022 and provides support to our specialist Investment Management team.
Dan’s areas of expertise include providing support to our Independent Financial Advisers, research for products and funds, and producing technical reports detailing the Advisers’ recommendations for clients.
Areas of expertise
Professional information
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Diploma in Regulated Financial Planning
Recent articles from Dan Freestone
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Blogs Wealth ManagementFeeling Financial Stress? Put A Plan Together & Set Your Mind At Ease Read More -
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Blogs Wealth ManagementThinking Of Switching Your Investments To Cash? Take A Breath, Read This & Contact Us! Read More
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