Dan Willers
Chartered Financial Planner
West Yorkshire
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2
Rating
About me
I've been in financial services for more than 18 years and have been with my current firm, Robertson Baxter, for six years. I specialise in investments, pensions, tax planning protection and estate planning, but first and foremost focus on building long-term relationships with my clients.
I'm proud to say that I was shortlisted in the Professional Paraplanner Awards in 2020, which was a great achievement for me. I've also recently been awarded the Chartered Associate badge from The London Institute of Banking & Finance. The Institute provide lifelong learning opportunities for professionals developing their careers in financial services. Chartered Associates are highly qualified, adhere to working ethically and have years of experience working in the financial services sector, so I think it's an incredibly important qualification to have.
In my free time I'm a keen supporter of Rotherham United and a long-term season ticket holder. I also enjoy going to the gym and staying active.
My details
I like helping people on:
Investment guidance
Pensions – Retired
Estate and Inheritance planning
Socially responsible investing
My qualifications:
Chartered Financial Planner
My charging model:
Fixed £ fee
Have a look at my responses to readers' questions
What people say
Reader feedback
25 March 2022
Dan Willers
I have recently worked with Dan on a mutual client of ours, and have been very impressed by the service Dan has provided throughout. Dan has guided the client expertly through a complex area of financial planning - he has continuously adapted his approach to a changing financial picture, offered innovative solutions and has been very organised in order to ensure the client and all advisers are kept in the loop. Well done Dan, and I look forward to working together on future projects.
Tom