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.
"Dan Hiles has looked after my investments (and my wider family) for years and has always provided the most helpful, friendly, and attentive advice and support. "
Sally, Bristol
"I have been very happy with the professionalism, confidentiality, and efficient service provided by Dan and his team. "
Colin, Weston
"Dan really took the time to understand us before we even started to talk about financial planning. He is considered, patient, and pragmatic when need be. A couple of years in, the results are really promising as well! "
Andrew, Bristol
"Dan is a very professional, personable and experienced financial adviser who has been a great support to my husband and I when considering our investment options. "
Charlotte, Doncaster
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.