Dai is a Chartered Financial Planner and is a Fellow of the Personal Finance Society (FPFS).
He also holds the investment Management Certificate (IMC) the benchmark qualification for the investment fund managers.
Dai has an extensive range of experience covering all aspects of tax and investment planning including business sale investments, retirement planning, tax efficient investment and international investments.
Dai works with many accountants and solicitors to help clients achieve their goals.
In his spare time Dai enjoys rugby, cycling, hiking cricket and family holidays. He also chairs an investment share club.