Our Team

Dan works within the Client Service Team, managing the client relationship from the point of onboarding as a new client – he’s often the point of contact in the first instance for our clients. His role can be very varied, from overseeing applications with different providers and platforms for any type of product that has been recommended, through to managing ongoing client maintenance, withdrawal requests and amending income payments. He orchestrates enquiries and ad-hoc requests for information from clients, and from the providers we have accounts with. Keeping clients informed and overseeing enquiries to resolution keeps him busy and constantly tests the realms of his knowledge.

Dan has been working in the financial industry for 21 years. Prior to working at Hartey Wealth Management, he worked on the fund provider and platform side of the table, mainly involved in training and quality control.

Dan sees the most rewarding part of his role as overseeing a complex application through to completion, whilst keeping the client informed the whole time. As much as he enjoys the challenge of working with different providers and overcoming obstacles to achieve completeness, the most rewarding part for him is communicating with our clients.

Outside work, Dan enjoys cooking, reading, decorating, DIY and property development, spending time with family and friends and adventures with the dog.