At work

Reviews and Ratings for Financial adviser Daniel Ross, Newport

Dan is one of our founding partners. He moved to Cardiff in 2001 and graduated from Cardiff University in 2004 with an Honours degree in Business Administration. Early work experience involved helping clients with mortgage, equity release and insurance needs. In 2007, Dan joined Lloyds Bank to provide financial advice in various branches across Bristol and South Wales. He was later promoted into Wealth Management where he advised Lloyds Private Banking’s high net worth individuals and corporate clients.

In 2014, Dan joined a national advice network, building ties with a range of providers and investment managers, which led to Hartley Ross being launched.

Dan is a Chartered Associate of The London Institute of Banking and Finance and and specialises in investment and retirement planning for individuals, businesses, charities and trusts.

Outside of work

A sports enthusiast and unfortunate Manchester United supporter, Dan enjoys a range of sports, including football, cricket, rugby and snooker. He is also a keen snowboarder; having first learned around 10 years ago, he and his wife aim to go snowboarding once a year. To relax, he likes a glass of wine around a fire, whether at home around the fire pit or on long camping weekends away.

Our team

We’re here to make your financial world simple. Whatever you need, we’ve got a specialist to help.

Luke Hartley

Director & Financial Planner

Andrew Goman

Mortgage, Equity Release and Protection Adviser

Roberto Cervi

Mortgage and Protection Adviser

Matthew Williams

Mortgage, Equity Release and Protection Adviser

Amanda Watson

Personal Assistant

Natalie Smith


Christian Markwick

Head of Adviser Support

Katie Ross

Business Support

Colin Stewart


Richard Allum

Head of Paraplanning

Debra Wilde

Personal Assistant

Keeley Paddon

Pension Specialist

Martin Pickles

Tax & Trusts Specialist