As Compliance Director, Dale ensures all procedures and financial planning processes are undertaken competently, compliantly and in a timely manner. Over the years, Dale provided compliance consultancy services to 30 small IFA firms. In addition, Dale explored his enthusiasm for compliance when he was a Non-Executive Director of the largest provider of professional indemnity insurance to IFA firms.
In his spare time, Dale enjoys playing golf, tennis and football. An interesting and rather heroic fact about Dale is that he ran the London Marathon in 4 and a half hours!