I have 10 years experience, giving advice to both business and personal clients through South Wales. Formerly working for major banks, with the last two years spent as an Independent Financial Adviser for a directly authorised firm.
I feel the most important thing is to understand the needs of you, your family and your business. I am looking to build relationships, by us getting to know each other. I want you to trust that I will be there for you whenever you need me, and I will always have your interests at heart.
I can advise on retirement planning and am a Pension Transfer specialist, meaning I can give advice on Final Salary pension transfers. I also give advice on investment and inheritance tax planning, and all areas of protection. I offer face to face meetings either at your home, business, at a local office and at a time to suit you. The initial meeting is free of charge and you will be under no obligation. There is a charge for advice, but costs involved are clear, transparent and very fair.
My family is very important to me, I live in Blackwood, South Wales and have two sons. When I do have some free time I enjoy a round of golf and to play football and watch sport in general.
‘My adviser Dan was knowledgeable, professional and informative throughout the process. He researched and found the best product to meet our specifications. He makes the whole process smooth and hassle free. I would definitely utilise his services again and recommend him to others! Great Work Dan!’
‘Dan has provided an excellent service as promised. He has reassured me when necessary and advised on all matters requested. I am satisfied with the service offered and have recommended Dan to others.’
‘Dan Howls was incredibly polite, professional and courteous right from the start. He was flexible with his appointment times and explained with plenty of clarification so that I was able to grasp and understand hat we were discussing and planning. Very happy, Thank you.’
‘Great Simple Service’