Daniel Arbiter

Financial Adviser

Dan joined the firm as a financial adviser in December 2023, having previously developed the advice proposition at a London-based wealth management firm. He is a passionate advocate for a planning-led approach to financial advice, rooted in the belief that the true value of his work lies in crafting a financial plan as unique as each client. 

Dan holds the Advanced Diploma In Financial Planning, the highest level certification offered by the Chartered Insurance Institute, and is on track to be a Fellow of the CII by early 2024. In addition to his hands-on work with clients, Dan guides the firm’s strategic direction, driving the firm’s growth and development, and ensuring that clients receive an ever-increasing quality of service.

Outside of work, Dan's time is mostly spent with his young family. When he's not chasing his toddler around the house, he dedicates his spare time to his passion for playing and recording music.