Dan Evans

Dan Evans

Wealth Planner


  • DipFA

  • CeMAP

  • CeRER


Dan has worked in Financial Services for over 12 years, starting his career in retail banking. He then moved into mortgage and protection and Equity Release, before moving into Wealth Management where he currently provides advice. Dan currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited.

"Outside of work I enjoy attending concerts, watching and playing sports - mainly football and golf, as well as hiking and being outdoors in general as well as spending time with friends and family."