Daniel Lowe

What is your average day like:‍

‍My perfect day is a weekend day where I wake up to the sun pouring through our bedroom windows. I enjoy cooking, so I’ll make everyone a big breakfast, whatever they want in the morning. We will all take our dog Oppo out for a walk in the woods near our house and finish the walk with ice creams at the country park. We’ll come back home, relax after the walk, and I’ll start to cook our favourite dinner, which is either lasagne with salad and fresh crusty bread or a roast beef dinner. I love being at home.

What do you like most about your job?

The main things I enjoy about my job are the flexibility and seeing existing clients, all of whom I enjoy meeting. I have been very lucky in taking on clients who are good people, sometimes entire families. I also enjoy meeting new clients and putting together a detailed financial plan, which will hopefully provide peace of mind for years to come.

How long have you worked in Financial Services

Since early 2020

Meet Daniel

What Daniel's Client Have to Say

Dan has been incredibly helpful throughout the process, providing sound advice on my pensions and investments. He’s professional, reliable, and always responds quickly.

We recently received fantastic advice from Dan. He took the time to explain the products that suited our needs and gave detailed recommendations.

Dan has been incredibly helpful, guiding us with clear, reliable advice on our inheritance. His expertise in investments and life insurance gave us confidence.

Dan provided excellent, clear advice on our pension options, using market trends to help us understand. His calm and friendly approach made everything simple. We highly recommend Dan!

Dan provided clear, straightforward financial advice that was easy to understand with no pressure. A year later, he helped me with a change in circumstances, delivering exactly what I needed.

Dan is a Diploma qualified Independent Financial Adviser specialising in pension and investment planning.He enjoys engaging with clients to build long term relationships with a focus on creating and implementing a bespoke financial plan which includes helping clients navigate different stages of life and achieve the best outcomes. He is currently working towards Chartered status.Outside of work, he loves spending time with his wife, children and his dog Oppo. He has always enjoyed sport of all kinds, playing golf when he can, running and watching the Formula 1.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.