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Dan Stark is a Financial Planning Director at Rathbones Group Plc, a position held since July 2024, following a successful tenure as Associate Director and Chartered Financial Planner at Saunderson House from September 2007 to July 2024. With a robust background in holistic financial planning and wealth management, including cash flow and inheritance tax planning, Dan previously worked at Prudential Assurance from February 2005 to August 2007, excelling as a Sales Evaluation Researcher and later as Bulk Annuities Quotations Support Manager. Dan holds an Advanced Diploma in Financial Planning from The Chartered Insurance Institute and a Bachelor of Arts in Economics and Business Studies from The University of Manchester.