Dan Hiles
Chartered Financial Planner, Partner
Dan collaborates with his clients to fully understand what and who is important in their lives, alongside their financial goals. By building a comprehensive financial plan, Dan helps his clients understand and achieve financial independence. His end goal is to always ensure clients have peace of mind that they can live their lives without fear of running out of money or leaving behind too much.
Beginning his career with Hargreaves Lansdown before moving to Saltus, he gained a wealth of experience in numerous areas of financial services and has a particular interest in financial planning for individuals. Dan has over 20 years of financial services experience, and is a Chartered Financial Planner and Fellow of the Personal Finance Society. He is also qualified with the Society of Estate and Trust Practitioners.
For Dan, the best part of his job is supporting his clients to live their dream lives. He loves being part of his clients’ big life decisions.
At home...
Outside of work, Dan relishes a busy and adventurous lifestyle. 10 years ago, he and his wife took an 18 month career break to travel around the world. Now settled back in Bristol with three young children, with whom they love to travel and spend time in the great outdoors, they’re always thinking of the next opportunities for skiing, hiking, surfing, and wakeboarding.