Dana supports a wide range of businesses and individuals with their financial planning requirements.
Having worked at Milsted Langdon Financial Planning for more than a decade, she understands the needs of individual clients and can provide bespoke support with pensions, investments, life and health Insurances, as well tax planning.
She also works with a wide range of employers offering assistance with pensions schemes, in particular, the Teachers’ Pension Scheme and local government pensions.
Dana enjoys working closely with her clients, helping them to achieve financial objectives, as well as providing them with new goals that they may not have considered and would not have achieved had they not sought advice from an IFA.
She is a member of The Personal Finance Society and Chartered Insurance Institute.