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Dan Willers

Dan Willers

Chartered Financial Planner

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West Yorkshire

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:

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Investment guidance

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Pensions – I’m retired

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Inheritance planning

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Socially responsible investing

My qualifications:

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Chartered Financial Planner

My charging model:

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Fixed £ fee