Daniel Quiggin

Associate Wealth Planner

Diploma in Regulated Financial Planning (CII)

Dan was originally a qualified accountant with over 20 years’ experience, working in Financial Services based in London and Bristol before returning to the southwest to bring up his family.

He moved into Wealth Planning to apply the skills and knowledge gained over this time, working with clients over the long term to create confidence in their financial future, enabling them to achieve their financial goals and live the lifestyle they want.

"Outside of work I enjoy spending time with my family and being in the sea. I also volunteer as a lead coach at the local surf lifesaving club and I am the Chair of the local swimming club."

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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

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