Dan Garcia
DIRECTOR
Dan took on a new role for the firm at the start of 2025 and now heads up our Renewals and Valuations Team which is primarily responsible for the ongoing servicing of our existing book of business.
The R&V Team provides support and services focused on annual reviews, premium renewal reminders, policy surrender and death claims and making sure our trust records are maintained and kept up to date.
Dan has gained an extensive amount of knowledge and experience working in the financial services industry for over 35 years. He has been a director of the firm since March 2005 and is one of team’s go-to technical experts, particularly in relation to older style life assurance products and complex life assurance structures.
