Dan Champion
Wealth Manager
Dan joined Prime Wealth Planning Limited as Technical Lead in September 2025; he started his career in financial services back in 2000 at KPMG in Birmingham, having graduated in 1997 with a degree in Sociology & Politics from Warwick University. In 2009 he moved across to a smaller financial services firm in Leamington Spa, during which time he was involved in all aspects of financial advice, planning and investments and he gained his Chartered Financial Planner status from the Personal Finance Society in 2022.
He wanted to join a growing firm with strong links to other experts in the financial planning space such as tax planners and accountants, as he can really see the benefit of multi-disciplinary working to help navigate the increasingly complex IHT planning landscape.
In his spare time he enjoys walks in the countryside with family and friends, wrestling with cryptic crosswords and trying to keep generally fit and healthy.
