Dan has been with Harty Ltd since April 2017. He spent his first year taking all the required exams, and attending many courses run by St. James’s Place. He passed all the exams and is licenced to advise on most St. James’s Place products. He has been fully operational as an adviser since April 2018. He sees clients on his own, and is building up a decent client bank. Where appropriate he checks things with me to ensure he is following the right path. He helps me with IT, so it works both ways. He is fully aware that the cornerstone of Harty Ltd is advice and service, and carries these out very diligently. The future looks very positive.