Dan Condron DipPFS BSc (Hons)

Experience

• 

  Lancashire Beverage Supplies Ltd.

  Sept 2012 - Aug 2015

  Service Engineer

  Maintenance on coffee machines. This was my dad's company where I'd always wanted to work since being a child. After three successful years there, I decided I wanted to further my education and have a career in something I was more passionate about - economics and financial analysis.

• 

  PRYSM - Promoting Your Social Media

  Feb 2016 - Aug 2023

  Business Owner

  Increasing business awareness for companies who know they need to be on social media but don't have the time or the know-how.I have built up a client base of c. 50 business pages where I am in liaison with the owners regularly to discuss content, progress and results since handing over management to PRYSM.I sold this business in the summer of 2023.

• 

  Cullen Wealth

  Jan 2018 - Jun 2018

  Work Experience

  Unpaid work experience at Cullen Wealth.Shadowing, learning and helping out in various roles including admin, paraplanning and advisory. This ended when my exam period started at university.

• 

  Cullen Wealth

  Sept 2018 - now

  I now support consultant and director of the business Stuart Arnold in his day-to-day work. This includes liaising with high net worth clients, processing new business, arranging and attending client meetings, summarising current pensions and investments for new clients as well as proposing a new structure, cashflow building/analysis and more, whilst still studying to attain advisor status. In December 2018, I passed R01: Financial services, regulation & ethics.In March 2019, I passed R02: Investment principles and riskIn July 2019, I passed R03: Personal taxationIn November 2019, I passed R04: Pensions and retirement planningIn January 2020, I passed R05: Financial protectionIn July 2020, I passed R06: Financial planning practice Show less

  • Manager

    Apr 2024 - now

  • Independent Financial Adviser

    Dec 2020 - now

  • Qualified Trainee Financial Adviser

    Oct 2020 - Dec 2020

  • Trainee Financial Adviser

    Jul 2018 - Oct 2020

  • Consultant Support

    Sept 2018 - Sept 2020