Dan Francis
Chartered Financial Planner, FPFS, Certs CII (MP & ER)
Norfolk born and raised, those friendly, warm, local family values are at the core of me and my business, values that I extend to my clients' and their families every day.
About
I have over 20 years of financial services experience, built upon the foundation of a business economics degree. I am qualified to Chartered Financial Planner status (a mark of commitment to further study standards benefiting those I work with) and have gone on further to achieve Fellowship status.
I am a Later Life Specialist, and carry the Independent Society of Later Life (SOLLA) Accreditation as a demonstration of additional competence and skill. Professionally, I am Regional SOLLA Coordinator for Norfolk and Cambridge area.
In Beagle Financial Advice, I want to provide a trusted destination for individuals and families in Norfolk and East Anglia to help navigate key later life changes.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
