Our directors

Dan Brocklehurst, Managing Diretor

Dan has been an IFA since leaving university. He gained most of his experience whilst leading the financial advisory team at the Manchester office of Baker Tilly Chartered Accountants. He has also worked within a respected Manchester law firm.

Understanding the demand for truly client focussed, impartial and bespoke financial planning, retirement planning and investment planning and in the knowledge that very few firms deliver this, Dan established Trusted Planning.

Dan's experience includes working with a broad range of clients, from high earning entrepreneurs and professionals to owners and directors of household name companies. He helps those about to sell or having sold businesses, assisting them in planning the next stage of their lives. His work includes complex, multimillion pound pension transfers, investments in excess of £100 million and awkward trust reviews.

Dan is amongst the few financial advisers to be BS ISO22222:2005 certified, a Chartered Financial Planner, a Chartered Member of the Chartered Institute for Securities & Investment and a Certified Financial PlannerCM professional.