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 Jack and Dylan. When I do have some free time I enjoy a round of golf and to play football and watch sport in general.
I can be contacted on 07970 853666 or
‘We find Dan Howls to be very professional and approachable. Anytime we’ve needed any assistance and contacted Dan by phone or email the response has been very prompt. Issues or matters have been dealth with very efficiently. We anticipate a good relationship over the coming years.’
‘When ever I have had a query, particularly regarding the recent review and I have had to contact Dan I have received a reply within hours and a call from him usually the same day. Can’t fault his service and attention and have 110% satisfied with him.’
‘I am very pleased with the support from Dan. I found him through the recommendation of a business colleague and now feel properly advised and supported. Knowing that Dan is always available makes me feel secure. I am also very aware of possible risks and losses. The level of risk is just right.’