Dan Raggett in

Dan Raggett

Doer · DISC type sd
Financial Planner at Attivo
📍 London, England, United Kingdom

Dan Raggett is a Chartered Financial Planner and a Fellow of the PFS at Attivo, where he helps professional and entrepreneurial families with their finances. He holds a Bachelor of Science from the University of Southampton Business School, and clients often describe him as knowledgeable, clear, and patient.

Outside of work, Dan enjoys walking his dog, playing golf, and watching his favorite football team, Arsenal FC. He is based in Sussex and is an active member of the local business community through the Sussex Chamber of Commerce.

Dans career in financial planning was directly inspired by helping his own parents navigate redundancy and debt after they were victims of a poor mortgage deal.

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Experience
6 Years
Current Role
Financial Planner
Location
London, England, United Kingdom
Personality Overview

How Dan shows up

Risk-Accepting
Deliberate Doer
Results Focused

They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Dan cares about

Business Owner Finances
He frequently creates content advising business owners on the mistake of solely relying on their business's sale value for retirement, emphasizing the need for a separate plan.
Financial Education
As a PFS Education Champion, he is passionate about improving financial literacy and helping people make informed decisions without anxiety.
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Career

Work history

3-2023
Financial Planner
Attivo
9-2022 - 3-2023
Associate Financial Planner
Attivo
6-2021 - 9-2022
Trainee Financial Planner
Attivo
9-2019 - 6-2021
Financial Planning and Wealth Management
Mazars UK
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2015 - 2019
Bachelor of Science - BSc
University of Southampton Business School
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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