Our insights and ideas
We regularly post articles on a range of relevant topics. From wealth planning to market movements and company news, our aim is to share our teams’ extensive knowledge and thought leadership.

Dan is a key member of the paraplanning team. He is responsible for preparing detailed wealth planning reports, conducting research and analysis, and helping ensure our clients receive tailored, high-quality advice aligned with their long-term goals.
Dan joined Taylor Money in 2024 as part of the Client Services Team, where he quickly demonstrated a strong commitment to professional development and client care. Over the following year, he completed several Chartered Insurance Institute (CII) qualifications, deepening his technical knowledge and understanding of financial planning, preparing to take on the role of paraplanner.
Before joining Taylor Money, Dan studied Sport and Exercise Science at Loughborough University and spent time running his own coffee business in Falmouth.
CII R01 (Financial services, regulation and ethics), December 2024
CII R02 (Investment Principles and Risk), April 2025
CII R03 (Personal Taxation), July 2025
We regularly post articles on a range of relevant topics. From wealth planning to market movements and company news, our aim is to share our teams’ extensive knowledge and thought leadership.
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