Dan Lee is a dedicated wealth advisor currently at Vault, where they assist professionals in achieving financial independence and their desired lifestyles. Prior to this, Dan gained valuable experience as a financial advisor at MHG Wealth and as a financial adviser at KWM Wealth, a senior partner practice of St. James's Place Wealth Management. They briefly served as a wealth manager at Wimbledon Wealth in 2024. Dan is currently pursuing Level 4 qualifications through the Chartered Insurance Institute and holds a Bachelor’s degree in Industrial Economics from the University of Nottingham.
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