Dan Gibb
Based in Edinburgh
Dan is qualified financial planner through attaining the full CII Level 4 Diploma in Regulated Financial Planning.
Prior to joining Seven Hills Financial Planning Ltd, Dan worked as a Bank Manager for 13 years across a number of high street banks, gaining valuable experience in helping people within the finance sector.
Dan’s passion is working with people and helping them achieve their objectives. Dan places a strong emphasis on getting to know his clients and their families so he can provide the most suitable advice across a wide range of financial services.
Personal Interests
Dan is an Edinburgh local, growing up within the Morningside community. Being actively involved in the community is important to Dan as he regularly organises fundraising for a number of charities, including St. Columba’s Hospice , Myeloma UK and the St. James's Place Charitable Foundation.
Away from work, Dan enjoys spending time with his wife and daughter with a keen interest in cooking and reading.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
