Dan and Iain, business and life partners at Horizon Wealth Consultancy in Norfolk, value simplicity in their approach to financial advice, focusing on understanding their clients' needs and goals. Dan’s passion for aviation began in childhood and led to a long career in the industry, working for companies like KLM and EasyJet. However, after years of stress from long commutes and evolving job roles, he sought a career change in 2010, leading him to join the St. James's Place Financial Adviser Academy and advise in his father’s successful financial advice practice. Dan and Ian have both have found autonomy, better work-life balance, and the flexibility to take time off, which he now considers one of the best decisions of his life.
They are heavily involved in the SJP LGBTQ+ community and are committed to providing inclusive, straightforward financial advice, navigating complex needs like polyamorous relationships and clients living with HIV. They focus on a strong online presence and referrals, ensuring their clients feel supported through every transition.