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. With a passion for helping clients navigate life’s financial complexities, Dan focuses on creating and implementing bespoke financial plans tailored to individual needs and goals.

Expertise and Services

Dan provides personalised advice in key areas, including:

Pension planning
Investment strategies
Comprehensive financial planning for different life stages

His client-centred approach emphasises building long-term relationships, ensuring clients achieve the best outcomes as their financial needs evolve over time.

Professional Development

Committed to excellence in his field, Dan is currently working towards achieving Chartered status, further enhancing his expertise and ability to deliver high-quality financial advice.

Life Outside Work

Outside of work, Dan enjoys spending quality time with his wife, children, and his dog, Oppo. A lifelong sports enthusiast, he plays golf when possible, enjoys running, and is an avid fan of Formula 1.

Commitment to Clients

Dan’s dedication to understanding his clients’ unique circumstances and building enduring relationships makes him a trusted adviser. His tailored approach ensures that clients are well-prepared to navigate different stages of life and achieve their financial aspirations with confidence.

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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.