Dan Ames

FINANCIAL PLANNER

Dan worked in financial services for over 15 years with companies such as HBOS and Zurich, before joining HDA in 2019.  He progressed quickly from an admin role to a key Paraplanning position and has recently qualified as a Financial Planner.

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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