Dan has been working in the tax efficient investment space for the last 10 years. He supports financial advisers to develop planning strategies for their clients using Business Relief, VCT and EIS solutions.  He joined Triple Point in September 2019 to work with advisers in London and has a particular interest in helping them develop their professional connections.

Dan holds the Investment Management Certificate, the STEP Certificate for Financial Services (Trusts and Estate Planning) and a degree in Modern Languages from the University of Bristol.