Dan Cockayne
Chartered Financial Planner
We are very grateful to Dan Cockayne for his continued support. He has made investing extremely accessible and is always happy to answer any questions we have. I would highly recommend the whole LIFT-Financial team.
Joined LIFT-Financial in September 2010.
Professional:
I graduated in 2009 and trained as an offshore rope access technician; an obvious segway into financial services! Whilst doing some project work at LIFT in 2009, and again in 2010, I recognised the opportunity ahead of me and progressed through the business, from administration to a Chartered Financial Planner. I have been advising my own clients for several years now and adopt a holistic view from the outset, often starting with a comprehensive cash flow model.
I work on a fixed-fee basis and have high professional standards.
Qualifications:
- Chartered Financial Planner
- Fellow of the Personal Finance Society (PFS)
- PFS Pension Transfer Gold Standard
- STEP Certificate in Financial Services – Trusts & Estate Planning
What gives you a LIFT?
The outdoors and performing live.
Contact details:
E: dan.cockayne@lift-financial.com
M: 07818566470