Dan Read

Kingsley
Independent Financial Adviser

T: 01420 488881
E: dan@pil.uk.com
A: Chandlers House, Ganders Business Park, Kingsley, GU35 9LU

Experience: After starting a career in Financial Services working for Lloyds TSB in London and then as an Adviser with NatWest, Dan joined PIL in 2012.  Dan is a Chartered Financial Planner and advises on a wide range of financial needs, including pensions, investments, mortgages, protection and inheritance tax planning.

Dan’s focus is ensuring he has all the relevant knowledge to provide clients with the appropriate and most up-to-date advise that suits their requirements.

Family

Dan recently married Emily after having to cancel the original date due to the Covid pandemic.

Interests

Outside of work, Dan enjoys a wide variety of sports, including football and golf and going on holiday.

Client testimonials

I seek long-term client relationships, built upon mutual trust, enabling us to provide a valuable bespoke service. We want to work in tandem with you and enable you to have the best chance of achieving your goals. These are some words from my existing clients:

“I am very happy with the service and attention I receive from Dan.” Mr A

“Dan was knowledgable and confident.  I felt my finances were in safe hands.” Mr B
“Dan always takes the time to fully explain everything and comprehensively answers my questions.  I never look back and think did I do the right thing and pick the best option.” Mr B
“Dan Read was very helpful, patient and polite. I would recommend him to anyone, especially first time buyers who are nervous and have no clue where to start.” Mr C

“Many thanks to Daniel and Carol for providing a professional and efficient service.” Mr P

“Dan was extremely helpful for First Time Buyers.  Already recommended him to a friend, asset to the company.” Mr M

“Dan was very professional and provided me with all my options.  Nothing was too much trouble.” Mr L

My areas of expertise

Mortgages

Equity Release

Protection

Later Life
Planning

Planning for
your retirement

Estate Planning

Saving and
Investing

Employee
Benefits

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