Episode 36: Dan Haylett

FinTechRetirement planningInvestments

Jul 13

Written By Melissa Canham

Dan Haylett, Director at TFP, featuring as a guest on Retirementals. — **Dan Haylett**
Director & Financial Planner at TFP Financial Planning

Listen Here

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

Dan Haylett joins Abraham as our next guest, having an insightful conversation on:

His move from investment management to financial planning, and why it is so difficult to make that jump
Insight into how he joined TFP and what enabled his transition
Where the business is today and the transformation over the past few years
Where the real value lies in financial planning
Dan’s thoughts on client charges and fixed fees
Where the business is headed, and the direction it may take in the years to come

Guest profile

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 their money is managed in a way that enhances their 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 it’s too late.

Where to find Dan:

LinkedIn: Dan Haylett

Twitter: @danhaylett

Website: TFP Financial Planning