Dan, a longstanding member of our Private Client team opens up to tell us a bit more about himself

What inspired you to work in the world of investments? 

I have always been fascinated with ‘money’ and what it means, plus my father worked for Schroders for 40 years, and I would always spend an evening chatting about investments with him. However, the journey into this world nearly didn’t happen; after spending a year travelling in Australia, I returned to the UK, not 100% sure what to do. I managed to get a temp job at Lloyds Private Banking, and this was only meant to be an 8-week placement; 25 years later, I have not looked back!

What is it that gets you out of bed in the morning?

The alarm clock! The unknown, wondering what the day will bring.

What would you tell your 21-year old self?  

Go for it! And not to be fearful of the unknown.

What is the most common question you get asked? 

Where do you think the markets will be in 12 months, and is now a good time to be investing?

What is your favourite source of entertainment? 

A night out with friends and or family, usually based around food.

What qualities do you believe make a good adviser? 

Being able to listen is key, understanding and caring about peoples circumstances. Being honest and believing in what you do.

What are you most looking forward to doing when all Covid restrictions are lifted?

Hugging my parents and partying like it's 1999 with my friends and family.

What is the most important piece of advice you can give to those contemplating investing? 

Find an adviser you are comfortable with and trust their ability. Do not rush into any decision if you are unsure.

Who is your hero, and why?

I have two; firstly, Bruce Lee, an incredible man, his speed and balance will never be matched again in the world of Martial Arts. Growing up, my friends and I wanted to be him. Legend. Secondly, Dr Sharma (Senior), my Homeopath, whilst I was growing up, without him, I would not be here today!

If you were a car, what would you be? 

BMW with Aston Martin aspirations.

Finally, what do you think sets Church House apart from the competition? 

I have worked in this industry for over 25 years now, working for financial advisers and large organisations; however, when I came to work for CHI in 2006, the approach was different to what I was used to. People cared about the ‘client’ and understood staff members.

I always said it is challenging to run money and to see clients, impossible at the same time. That is the beauty with CHI, you have the Investment Managers and team running the funds, and you have people like myself that are given the time to spend time with clients understanding the individual needs and mapping out a pathway for their investment goals. It does feel like a family at CHI with everyone working for each other and making sure clients get a gold star service.


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