Dan Haylett

Director & Financial Planner

Contact Dan

01621 851 563

Dan in the spotlight

On an ideal weekend, you can find me:

On the golf course.

My favourite holiday destination is:


My favourite song to play in the car is:

I don’t listen to music – I listen to Talksport.

The first album I bought was:

Fleetwood Mac – Tango in the Night.

If I could be any fictional character, I would be:


If I could turn any activity into an Olympic sport, I would win a medal in:

Clearing up after my kids!

When the dessert menu arrives, I'm looking for:


The three qualities that draw me to new people are:

Openness, integrity, and people with no agenda.

My pet peeve is:


The best gift I've ever received is:

My Outback BBQ (I BBQ in all weather conditions!).

The three people at my dream dinner party would be:

Tiger Woods, Don Bradman and Winston Churchill.

The three small things that make my day better are:

Breakfast, lunch and dinner.

Dan at work

Dan joined TFP as a Financial Planner in September 2018, he was made a Director in March 2021

He has worked in financial services since 2005, specifically in investment management, where he has held senior sales and management positions in the City with some of the largest global asset management companies.

Dan is passionate about delivering life-centered financial planning to clients, ensuring that there money is managed in a way that enhances there lives and allows them to spend time on what’s most important. He loves working with clients that work in Banking and Fund Management that are 5-10 years away from retiring to their ideal life.

He specialises in creating life-centered financial plans and income withdrawal strategies that allow clients to take full advantage of their ‘window of spending opportunity’ and spend their money and time on what’s most important, before its too late.

Dan's qualifications

Dan at home

Dan has been happily married to Diane since 2009. They have two daughters: Gracie, who was born in 2008, and Olivia, who was born in 2011.

Dan is sports mad, with a particular love for golf and currently plays to a 7 handicap. He also was a keen cricketer in his youth cricket and played to county 2nd XI standard and has spent a year in Australia as an overseas professional.

The important stuff

We have approved all of our Financial Planners as required under the FCA’s certification regime.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can view Dan’s SPS here.

Our expert team

Our goal is to make a meaningful difference to the lives of our clients; and to the lives of our team.

We have an enthusiastic and passionate team of people who are committed to the same cause: supporting our clients. You can find out a bit more about them on their individual profiles:

Get in touch

If you’d like to learn more about how we can help, we’d love to hear from you.

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