Meet Dan.
With 15 years in this industry — there's not much I haven't seen. Have a little read of this page, and get to know me.
CeMAP Diploma
CeMAP
CeRER
CeCM
What the letters actually mean ↓
With 15 years in this industry — there's not much I haven't seen. Have a little read of this page, and get to know me.
I'm Dan. I've spent about 15 years in and around mortgages — my own broker business for a while, a stretch back in banking, and now I'm back doing what I actually enjoy most: helping people directly. Outside of work, you'll usually find me watching F1, building Lego, grilling on the BBQ, or just spending time with my family.
When it comes to my approach, what you see is what you get. No suit, no sales script, no jargon — that's just not me. What you get instead is a proper conversation, and someone who genuinely cares how this works out for you — not just a rush to the finish line. If that's different to the broker experience you expected, good. That's kind of the point.
I keep things remote wherever I can, meeting over video call rather than in person. It just fits real life better — evenings, weekends, whenever actually works for you.
I also don't chase volume. I'd rather work with fewer clients properly than spread myself thin across as many as possible — that's not a numbers game I'm interested in playing. The ones I do take on get my actual attention, start to finish, not a slice of it squeezed between twenty other cases.
As for my costs — I charge a broker fee, because good advice takes real time, and that's reflected in what I charge.
Fee Information →Goes beyond the minimum required to practise — a deeper understanding of the broader financial services environment, the full mortgage marketplace, and how regulation actually shapes good advice.
The Certificate in Mortgage Advice and Practice — the industry-standard qualification required by the FCA to advise on mortgages in the UK.
The Certificate in Regulated Equity Release — qualifies me to advise on later-life lending and equity release products.
I'm not actively advising on Equity Release at this time.
The Certificate in Commercial Mortgages — qualifies me to advise on commercial property lending, not just residential. I'm not actively advising on commercial mortgages at this time.