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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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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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