With more than 20 years’ experience in the world of financial services, including senior proposition positions at Axa Wealth, Elevate and Sanlam, plus qualifications in both financial planning and project management, Dan’s particular expertise is in platform and DFM propositions.

He is currently helping guide Parmenion’s clear, co-ordinated response to Consumer Duty. Leading a multi-disciplined working group from across the business, he ensures that the response to the regulation is considered from every perspective, and always with the best interests of the customer in mind. The Consumer Duty hub at parmenion.co.uk has been widely lauded by industry commentators including PIMFA and The Lang Cat for its excellent content.