Areas of expertise
Holistic financial planning; retirement planning; financial planning in relation to divorce; pension sharing reports.
Experience
Dani provides holistic financial planning advice after gaining an understanding of an individual’s circumstances along with their aims and objectives.
She is also well known for her work in relation to divorce which encompasses advising couples on financial matters both during and after divorce and acting as an expert on pension sharing.
Notable achievements
- Has become a trusted adviser to individuals and families over the years.
- Advised on many significant pension sharing settlements saving significant amounts of tax.
- Selected as one of the first judges to determine the Chartered Financial Planner of the Year.
Professional qualifications/memberships
Chartered Financial Planner and member of the Chartered Insurance Institute (CII).
