About Us

Friendly Mortgage, Insurance & Estate Planning advice

Having spent 16 years working in financial services, I (that’s me, Dan!) decided that I’d set up my own firm to offer independent, whole of market, mortgage and insurance advice to people both locally and, when appropriate, further afield.  Around seven years ago I also began offering a Will Writing service which has proved popular with clients, and very interesting to me.  As a result of this, I also now offer advice on advanced estate planning such as trusts and bloodline planning.

The main objective for me is to help people and bring an approachable, yet professional, air to an otherwise bewildering area of life.

Us Lot!

From February 2017, I’ve been joined by Lisa who will often be your point of contact day to day.  She’s fab and you can find out more about both of us below… if the mood takes you!

Dan

Adviser (& The Boss!! 🙂 )

Joining the financial services industry almost by accident back in 2001, Dan worked in administration with Intralinks Professional Network in Treforest.  This sparked an interest in providing advice so, whilst studying for the Certificate in Mortgage Advice & Practice (CeMAP) exams, Dan began working with Compass Mortgage Brokers in Swansea whilst training.

Moving back to a more local firm, Dan worked briefly with The Mortgage Market (Cardiff) Ltd, in Barry, and subsequently ran a small company, EMP Financial Services, which was an appointed representative of Personal Touch Financial Services before beginning a long term relationship with Medical & Professional Investment LLP (MPI).  During the time working with MPI, Dan learned a lot about the management and regulatory responsibilities of running a FCA regulated firm.

Despite a continued desire to work with the people in MPI, Dan’s desire to run his own company, centred around his own way of working, lead to the establishment of DTCS Financial Ltd.  This is why you’re reading this, and why we’ve got the purple door in Pontyclun!

Many clients are still recommended to MPI for management of their investments as, whilst qualified to Certificate level (CeFA), Dan has chosen to focus on mortgages, insurance and estate planning.

Recently completing the Diploma in Mortgage Advice & Practice (DipMAP), Dan is now among the most qualified mortgage advisers in the UK.  He is also among those with the biggest biscuit eating and tea drinking habit.

PS: I look forward to working with you all!!! 🙂 🙂 Dan

Lisa

Administration Manager & Chief Nagger of Dan