
Qualifications
- CII member
Specialisms
- Wealth management
- Succession planning
- Legacy building
- Strategic leadership
- Financial life planning
- Mentoring
Further information
I help high-net-worth individuals, business owners, executives, and multi-generational families navigate the complexities of wealth, succession, and legacy planning. My approach is holistic, money only matters in the context of the life a client wants to live, so I take the time to truly understand their story, values, and goals before building a strategy around them.
I coordinate advice across tax, investment, and estate planning to turn complexity into clarity, giving clients the confidence to move forward with a clear plan. Beyond client work, I lead with empowerment and transparency, mentoring colleagues and helping shape a culture that’s collaborative and value-driven.
Personal interests
I was a keen rower when younger and still regularly use a rowing machine. Trips to Henley Royal Regatta to watch the racing is as close as I get to a boat nowadays
I enjoy weightlifting and am found in the gym three to four times a week.
When my wife and I are not being “mum and dad taxi” to our teenage children, we enjoy going out for meals and exploring the various coffee houses of Brighton and Hove.
Email Dante
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