Dan Old

Dan Old
Dan Old

Financial Adviser

Dan Old is an expert on Lumotalk

Sustainable InvestingPensionsFinancial PlanningWorkplace Pension Schemes
Free 10-min call
£40£32/ 30 mins
Early access pricing

About

I am a holistic financial planner specialising in pensions and investing, with a particular focus on sustainable and positive impact investing. I help people understand how to invest in a way that aligns with their values, without losing sight of the importance of long-term returns. If you feel unsure, overwhelmed, or simply want a second pair of eyes on an idea, my role is to bring clarity, confi...

Experience & Education

Financial Adviser
2006 - Present
Diploma for Financial Advisers (DipFA)
Certificate for Financial Advisers (CeFA)
Certificate in Mortgage Advice and Practice (CeMAP)

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£32/ 30 mins
Free 10-min call available
Book a call with Dan Old | Lumotalk Expert