Dan Old  

Prior to joining PFM Associates Dan was an adviser with the Co-operative Financial Services where he was thoroughly schooled in the benefits of taking an ethical and sustainable approach to investing client monies.

Happily, here at PFM Dan has a much wider range of investments and opportunities to discuss with clients, both because PFM are a fully independent Chartered Firm, and also because there is a strong and growing trend in the investment world to clearly go about business in as socially responsible a manner as possible.

In his free time Dan enjoys travelling, and has been lucky enough to visit several amazing countries over the past few years. More information on this is usually freely available at most of his meetings!


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Chartered Financial Planners Image (Transparent Background)Address: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE | Tel: 01202 673456 | Fax: 01202 672122


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'The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk .'
PFM Associates is registered in England and Wales, company registration number 03871403.
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