Dylan's 9-5
After graduating from Swansea University in 2012 with a degree in Mathematics, Dylan specialised in pension and investment roles before moving into financial planning in 2020. He is working towards becoming a Chartered Financial Planner.
Dylan combines technical knowledge and critical thinking to provide the best outcome for clients, explaining complex issues in a clear and understandable manner while keeping jargon to a minimum.
His areas of expertise include pensions, investments, protection and cashflow modelling.
Dylan's home life
Away from the office, you can find Dylan enjoying a good pub quiz or attending gigs.
Dylan enjoys playing and watching most sports, particularly football – Although now that his best days are behind him, he is more likely to be found playing golf (badly!).
Dylan in the spotlight
That’s not all. There is so much more to learn about Dylan before you meet them for yourself!
Question:
What is your favourite holiday destination?
Answer:
Italy.
Question:
If you could be any fictional character, who would you be?
Answer:
Gandalf.
Question:
What’s the best gift you’ve ever received?
Answer:
A Glastonbury ticket.
Question:
What are the three small things that make your day better?
Answer:
My dog greeting me at the door after a day at work, a morning cuppa and the car radio.
Question:
Who would be at your dream dinner party?
Answer:
George Best, Johnny Cash and George Orwell.
Meet the team
We pride ourselves on our strong team ethos. Find out more about who we are and what we do:
