Existing, current and past clients only at present to protect service quality
DTCS Financial Ltd was established by me, Dan, in 2014. Having worked in financial services from 2001, I set up my own practice to ensure the service was one I could be proud of.
From the very start, the goal has been, simply, to ensure you are treated in the way I would want to be treated.
Never looking for mere short term gain, I set out to build an ongoing relationship with everyone I work with, based on the very best advice for you, and your individual circumstances.
Since early 2024, I have been working solely with those I've worked with previously. This is to ensure that the service people receive remains of the highest quality. Having no aspiration to expand, focusing instead on maintaining long standing connections, all my clients can be assured of personal service, based on a long term working relationship, mutual trust, and respect.
Originally from Nottingham, I grew up in Lincolnshire and moved to Wales around the turn of the century, so I've now been resident in Wales for over half my life! Working in financial services for well over 20 years has given me a wealth of experience, and the opportunity to work with some amazing people.
I'm qualified to Diploma level in mortgage advice (DipMAP), above the required level held by many advisers. I also hold qualifications in Equity Release (CeRER) and Investments (CeFA), though I don't offer advice in these areas and these were studied purely to provide me with a broad base of knowledge to ensure I can offer my clients the very best, holistic advice.
Outside of Financial Services, I've also studied to CertHE level in Counselling. This may seem a little at odds with my role in finance, but it's my belief that money, our relationship with it, and our understanding of it, is deeply intertwined with our overall wellbeing. Whenever we work together, I hope to provide not only assistance and advice on the facts and practicalities, but also ensure you're supported throughout the process, and you feel able to talk openly with me as far as you want to about any concerns or anxieties you may have relating to the matters we're working on.
Alongside my work, I am studying towards a BSc (Hons) Psychology with Counselling, which is challenging and enjoyable in equal measure, adding more depth to my approach to providing you with advice that's not only suitable financially but also for you as an individual.
My hobbies include bass playing, learning Spanish, personal development and growth, spirituality, mindfulness, politics, cookery, and I've held a real passion for cars since being able to talk! I'm fortunate to spend several months of the year, when I'm not in Wales, over in the Canary Islands, and have met some wonderful people whose diversity has given greater insight into varying perspectives on money and our unique approaches to it.
Copyright © 2024 DTCS Financial Limited - All Rights Reserved.
Authorised and regulated by the Financial Conduct Authority.
DTCS Financial Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 750262
Registered Office Address: 18 Heol miaren, llanharry, pontyclun, CF72 9WL
Registered in England & Wales under 08951112
Your home may be repossessed if you do not keep up repayments on your mortgage.
If you wish to register a complaint, please write to DTCS Financial Limited, 18 Heol miaren, llanharry, pontyclun, CF72 9WL or telephone 01443 230670. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.co.uk or by contacting them on 0800 023 4 567
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