Dan Gamble Cert CII (MP)

Daniel is an experienced independent financial planner with 15 years’ experience, working primarily with business owners, property investors, and clients with more technically complex planning needs.

He has particular expertise in commercial property held within SIPPs and SASs, where pensions, property, and business planning intersect. Daniel is often involved where careful structuring is required to support long-term retirement planning, tax efficiency, and succession objectives.

Daniel follows a modern financial planning philosophy, focusing on building long-term strategies rather than providing transactional advice. His work considers cash flow, tax, pensions, investments, and estate planning as a connected whole, helping clients understand not just what they can do, but why it matters over time.

He holds the Diploma in Financial Planning and the Certificate in Mortgage Practice. Clients value Daniel’s analytical mindset, attention to detail, and ability to design planning solutions that are robust, practical, and easy to understand.

Outside of work, Daniel is a parent to Jenson and shares a strong interest in golf, reflecting a professional mindset based on patience, discipline, and long-term thinking. Daniel and Emma act as locums for one another, giving clients reassurance that their planning remains consistent and well supported.