Dan Ames

TRAINEE PARAPLANNER

Dan has worked in financial services for over 15 years with companies such as HBOS and Zurich, before joining HDA.  He is now providing vital support services to our busy Paraplanning team while working towards his Diploma in Financial Planning.

Professional

I work very closely with our paraplanners and financial planners to provide an excellent level of customer service to our clients.

Personal

I have a 5-year-old daughter who makes sure that my day-to-day life involves unicorns and L.O.L dolls…When not with my daughter, I enjoy visiting new places, and evenings out, dining or at the cinema. In my downtime, I enjoy cooking, spending time with family, and if possible, the odd round of golf.

I feel that HDA really do treat clients as individuals and do their best to achieve personal goals.

Mark Hodgkinson, Cheltenham

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