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Dan Alder
Dan Alder
About
Dan is a Senior Financial Adviser at The Private Office located in Bath but also covering areas such as Bristol, Swansea and Guildford. As a Chartered Financial Planner, he provides individuals and families with peace of mind and complete clarity over their finances. His clients see him as a partner in all their financial decisions, empowering them to make fully informed and confident decisions about the present, their longer-term futures and helping the next generation.
Dan is a business specialist and has a lot of experience advising business owners, working closely with their accountants to provide a proactive and forward-looking service so that every opportunity is considered and nothing is missed. His expertise includes key person insurance, business sales and/or exits, investment management and retirement planning.
Having worked in financial advice since 2013, Dan joined TPO in 2022. In addition to supporting his clients with their financial decisions, he has also been featured in the Telegraph, where he helped a reader understand how they may be able to achieve their goal of retiring early based on their current income and expenditure.
Dan spends his time outside of work with his wife and son. Otherwise, you could find him cooking for family and friends, playing squash in the winter, or fly fishing in the long evenings of spring and summer.
Areas Of Expertise
- Business specialist
- Investment management
- Retirement planning
Qualifications
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Certificate in Financial Planning
- Certificate in Life & Pensions
- Investment Management Masters with Distinction, Henley Business School
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Dan works from our office in Bath and has clients in areas such as:
Dan Alder locations
Dan Alder map
- Henley-on-Thames
- Gerrards Cross
- Bristol
- Chepstow
- Swansea
- Stroud
- Maidstone
- Sutton Coldfield
- Swindon
- Frome
- Wokingham
- Guildford
- Kettering
At a glance
- Chartered Financial Planner since 2013
- Masters degree in Investment Management
- Featured contributor to the Telegraph
- Specialist experience working with business owners
As featured in
Dan helped review my financial position, matched this to my stated goals/objectives, kept my fully informed and up to date on TPOs analysis, recommendations, associated costs and working through actions to achieve my desired outcome.
September 2024
I have a comprehensive plan in place, I am confident that I have the money to fund my retirement and I know that I can turn to him for comprehensive informed advice
September 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Dan's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Dan is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.