Dan The Finance Man
Hi, I'm Dan The Finance Man; A Chartered Accountant and Qualified Financial Planner.
I create robust and tax efficient financial plans that identify expected retirement ages, desired lifestyles and succession plans. I aim to educate on both the basics and the esoteric aspects that the ultra high net-worth individuals would like to keep to themselves.
15 + years in the finance sector including:
- UK chartered accountant - personal and company accounts and tax returns
- Auditor for KPMG in the Technology, Media and Telecommunications sector
- Financial controller - Thales - MENA region
- Finance director - International wealth management company
- International financial planner
My regular videos will offer insight and advice around anything finance related, so if you think a SIPP is just something you do to your brew, a 401K is a super long race or 'the markets' are only open on a Saturday then subscribe and follow this channel.
Email - [email protected]
Recent Posts
Tax-Efficient Investing for UK Expats: Best Retirement Strategies & Investment Wrappers Explained
UK Interest Rate Cut: What It Means for Your Money & Investments in 2025! @DanTheFinanceMan
Trump’s Tariffs: Impact on the UK! Is Brexit protecting the UK this time? @DanTheFinanceMan
“Financial Freedom - Maximise Your UK State Pension Before the Deadline! | Voluntary NICs Explained”
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