At RowanTree Financial Planning, we believe good financial advice should be clear, honest, and built around your life. We work closely with our clients to understand their goals, cut through the complexity, and put a plan in place that truly works for them.
At RowanTree Financial Planning, we believe good financial advice should be clear, honest, and built around your life. We work closely with our clients to understand their goals, cut through the complexity, and put a plan in place that truly works for them.
At RowanTree Financial Planning, we believe good financial advice should be clear, honest, and built around your life. We work closely with our clients to understand their goals, cut through the complexity, and put a plan in place that truly works for them.
As an independent planner, our advice is always based on what is right for you.
We take the time to understand your full financial picture .
We explain everything in plain English so you always understand where you stand and why we are recommending what we are.
We start by listening and taking the time to understand your financial situation, your goals, and what matters most to you and your family right now.
Once you are happy with the plan, we handle the details from setting up investments to arranging protection, making the whole process stress-free.
We put together a clear, personalised financial plan with honest recommendations and a practical strategy designed around your life.
Your life changes and your financial plan should too. We review your plan regularly and make adjustments so it always reflects your situation and future goals.
Whether you are just starting out or looking to make the most of what you have built, we are here to help. Get in touch today for a free, no-obligation consultation.
Danny has been working in financial services since 2000 and has been providing face to face advice to companies and individuals since 2010.
Over that time, he has developed a breadth of knowledge and expertise which allows him to deliver a clear and focussed plans to his customers.
Danny enjoys the problem-solving aspects of the role and the opportunity to build bespoke plans to help his clients achieve their unique and personal aspirations.
Danny attained a degree in Management and French, has achieved the Diploma in Financial Services and is a Pension Transfer Specialist. Away from the office he enjoys foreign travel, playing pool, following the Arsenal, and spending time cooking on the BBQ.
Dena is an experienced Independent Financial Planner with over 16 years in the Financial Services industry, including time spent with major organisations such as Aviva. As the co-founder and director of RowanTree Financial Planning Ltd, she leads the firm alongside her husband, bringing a calm, structured and client‑centred approach to every piece of advice she delivers.
Before moving into financial planning, Dena worked for many years in the healthcare sector. She believes the two professions share essential qualities: patience, empathy, attentive listening, and a genuine commitment to helping people make confident decisions. These values continue to shape her work today.
Dena specialises in creating holistic, long‑term financial plans that help clients understand their goals, protect what matters, and build a secure future, always with a commitment to transparency, due diligence, and tailored solutions that evolve as life does.
She holds the Diploma in Financial Advice (DipFA) and a GNVQ Level 3 in Health & Social Care, reflecting her blend of technical expertise and people‑focused experience.
Outside of work, Dena is a lover of movies, music, reading, cooking, and exploring scenic places. She enjoys good food, good wine, and time spent with family and friends, the very things she helps her clients protect and plan for.
Jade is a dedicated Financial Administrator with eight years of experience supporting financial advisers and ensuring clients receive a consistently reliable service. She brings a proactive approach to her role, thriving in its fast-paced and ever-varied nature, and works closely with advisers on a daily basis to keep operations running smoothly.
Jade holds a Certificate in Financial Services Regulations and Ethics (R01) from the Chartered Insurance Institute, as well as a Financial Services Administrator Level 3 Apprenticeship with Distinction — qualifications that underpin her thorough understanding of the regulatory environment in which we operate.
Outside of work, Jade can usually be found planning her next travel adventure or out exploring the great outdoors with her Golden Retriever.
Michelle began her career in the insurance brokerage industry at the age of 16 & remained in this field for several years before taking a career break at 35 to raise a family. Since returning to work, Michelle has built over 12 years’ experience as an administrator within the financial services sector. A role she finds rewarding, challenging and engaging, providing continual opportunities for learning and development.
Outside of work, Michelle enjoys spending time with family & friends (which includes a bit of karaoke), attending shows and comedy performances at the local theatre. Michelle describes herself as friendly, cheerful with a caring nature & enjoys the simple things in life.
