Dan Bowen FPFS

Chartered Financial Planner and Occupational Pension Specialist

Dan is a Chartered Financial Planner and an Occupational Pension Specialist. He has worked in Financial Services since 2012 and joined Attivo Financial Planning in 2015. Dan is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

All Financial Planners require a Diploma in Financial Planning to provide advice, Dan holds both the Diploma and the Advanced Diploma in Financial Planning.

To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Dan holds the following Advanced Financial Planning Papers:

  • Personal tax and trust planning
  • Pension planning
  • Investment planning
  • Financial planning process