Dan Dando

Profile Summary

I am an experienced Chartered Financial Planner working with individuals, families, and business owners to help them achieve financial security and the lifestyle they aspire to enjoy. With over 15 years of experience, I specialise in creating clear, personalised financial strategies that give clients confidence in their future decisions. My practice is built largely on referrals, reflecting the trust and long-term relationships I develop with those I advise. I have extensive expertise in complex areas such as final salary pensions, estate planning, and wealth preservation. My focus is always on simplifying financial decisions, ensuring that even the most technical aspects are explained in a way that is clear and easy to understand. I strongly believe financial advice should be independent, accessible, and transparent. Our first meeting is a relaxed, no-obligation conversation — my investment in understanding your goals and priorities. From there, I provide ongoing, proactive reviews designed to protect and grow your hard-earned assets, helping you move forward with clarity and confidence.

Investment & Financial Services Offered

Who Dan Dando Works With

We work with individuals, families, and business owners who value clear, independent financial advice and long-term support in managing their wealth. Our clients want confidence in their financial decisions and a structured plan for the future. Many of the people we advise are building and growing their savings and investments, planning for retirement, or reviewing their existing pension arrangements. We also support those navigating more complex matters, such as final salary pensions and estate planning. We help clients protect what matters most, whether that’s safeguarding their income, family, or lifestyle. This includes providing guidance on insurance, inheritance planning, and wealth preservation strategies. Our relationships are built to last. We provide tailored advice that evolves as our clients’ personal circumstances, goals, and financial needs change over time.

Investment Philosophy & Approach

My investment philosophy is centred on clarity, independence, and long-term thinking. I believe successful investing starts with a deep understanding of your personal goals, time horizons, and attitude to risk. Every strategy I recommend is tailored to your individual circumstances, ensuring it aligns with both your financial objectives and your comfort level. I take a diversified approach to investing, using a range of asset classes such as equities, funds, and bonds to help manage risk while aiming for sustainable long-term growth. Rather than attempting to time the market, my focus is on building well-structured portfolios designed to perform across different market conditions. Regular reviews and ongoing communication are a key part of my approach. As your life evolves and markets change, your financial plan should adapt too. My role is to provide structure, reassurance, and informed guidance, helping you stay focused on your long-term ambitions with confidence and peace of mind.

Fees & Charging Structure

My fees are fully transparent and agreed with you in advance, ensuring you always understand both the cost of advice and the value you receive. Depending on the services required, fees can be structured in different ways. An initial advice fee may apply as a one-off charge for researching, recommending, and implementing personalised financial solutions. Where ongoing support is needed, an ongoing advice fee can be arranged to cover regular reviews, continued guidance, and support to keep your financial plans on track. In some cases, investment-related fees may be charged, either as a percentage of funds under advice or as a fixed amount. These will always be clearly explained before any work begins. All fees are discussed and agreed with you beforehand, with full written disclosure provided for complete clarity and transparency.

Areas Served

United Kingdom nationwide, Willing to travel to meet clients up to 25 miles from EC4A 2EA.

Frequently Asked Questions