- 6 Broome Manor Lane, Swindon, SN3 1LX
- hello@beadvised.co.uk
Menu
Dan helps individuals, families and businesses make informed, clear and confident financial decisions.
When he established BeAdvised, his focus was simple: to build an independent firm centred on long-term client relationships and meaningful outcomes, rather than transactions. Being independent allows us to provide advice that is shaped solely around our clients’ best interests, without being tied to particular providers or products. He’s incredibly proud that much of our new business comes through introductions from existing clients. To Dan, that reflects the trust we work hard to earn and maintain.
Supporting clients throughout their financial journey is one of the most rewarding parts of his role. Understanding what matters most to them and helping to shape plans that evolve as their lives change. Increasingly, this includes working with clients on effective inheritance tax and legacy planning, ensuring wealth is structured thoughtfully and passed on in line with their wishes.
Good advice should feel personal, considered, and supportive. Dan feels fortunate to be supported by a dedicated team at BeAdvised whose care, professionalism, and attention to detail play a vital role in delivering the service our clients value.
Outside of work, Dan is a husband and father to three children, which is a constant reminder of why financial planning matters. He enjoys skiing and taking part in triathlons… when he can find the time!
Julien is an Independent Financial Adviser at BeAdvised. He works with clients across the UK, from all walks of life, helping them plan their financial futures, achieve meaningful goals, and reduce tax. He also provides clear, practical advice on mortgages and protection, ensuring every aspect of his clients’ financial lives are considered.
The word ‘independent’ in his job title is crucial to him; it means he can look at solutions for clients from across the market, not tied to a set of providers and solutions.
What he enjoys most about his role is simplifying what can often feel like a complex and overwhelming subject. Many clients come to him confused or unsure, and there’s nothing more rewarding than seeing those “light bulb” moments when everything finally makes sense. Whether it’s planning for retirement, buying a new home, building savings, or improving tax efficiency, he takes pride in guiding clients with clarity and confidence. In recent years, he’s also worked closely with more and more business owners, supporting both their personal and business financial planning.
Clear communication sits at the heart of his advice. Clients consistently tell him that his explanations—both written and in person—make a complex subject much easier to understand. Julien believes it’s essential that clients understand not just what we’re doing, but why. For his wealth clients, he provides holistic financial advice, looking beyond individual products to support their wider financial picture.
Outside of work, he values family time and staying active, particularly through golf and cycling—both of which help keep his body and mind sharp.
Emanuel helps individuals and families make informed, clear and confident decisions when it comes to their mortgages and protection. His focus is simple: to guide clients through one of the biggest financial commitments of their lives with reassurance, transparency and genuine care.
He personally manages every case from start to finish, whether a client is purchasing their first home, moving up the property ladder, arranging protection for their family, or completing a remortgage. Emanuel is passionate about helping people achieve the dream of home ownership and remains just as committed when it’s time to review, refinance or secure a better deal as circumstances evolve.
Having moved to the UK seven years ago, Emanuel is incredibly proud of the many individuals and families he has supported in securing their mortgages and remortgages. Sharing the news of a mortgage approval or seeing a case successfully complete remains one of the most rewarding aspects of his role.
Emanuel is known for his clear communication, calm and patient approach, and consistent availability throughout the process. He understands that mortgages can feel complex and sometimes overwhelming, so he ensures every step is explained clearly and handled efficiently. With strong attention to detail and a proactive mindset, he works to keep cases progressing smoothly, even when challenges arise, giving clients confidence from initial enquiry through to completion.
Outside of work, Emanuel enjoys football and has a strong interest in bodybuilding.
For Emanuel, this profession is about more than arranging mortgages – it is about building long-term relationships and being someone clients can rely on whenever they need trusted guidance.
Matt lives and breathes mortgages. Property, protection, refinancing — if it’s got anything to do with helping people move forward financially, he’s all in. It’s not just a job; it’s what genuinely drives him. That’s why “quitting the day job” has never crossed his mind (and thankfully for his clients, it never will). There’s nothing more rewarding for Matt than handing someone the keys to their new home, restructuring a mortgage to create breathing space, or putting the right protection in place so families can sleep easier at night.
What sets Matt apart is how he works. He combines deep industry knowledge with patience, honesty, and a down-to-earth sense of humour that instantly puts clients at ease. He understands that mortgages can feel overwhelming — so he makes the process clear, straightforward and, dare we say, even enjoyable. Whether you’re a first-time buyer, seasoned investor, or simply reviewing your current deal, Matt’s focus is always the same: smart advice, tailored solutions, and long-term relationships built on trust.
Outside of the office, Matt channels that same energy into running. From 5Ks to 10Ks to half marathons, he’s always chasing a new PB — because standing still has never really been his style. When he’s not pounding the pavement, you’ll find him spending time with his wonderful family, escaping to Wales or France for a well-earned break, or cycling his own version of the “Tour de Cotswolds.”
Driven, approachable, and genuinely invested in his clients’ success, Matt doesn’t just arrange mortgages — he helps people build futures with confidence.
Mike plays a fundamental role supporting the advisers to deliver for our mortgage and protection clients. He brings advice to life through managing the logistics of applications, appointing solicitors and sourcing surveyors. With a strong focus on organization and communication, he keeps clients informed through every stage of their mortgage journey, ensuring they are well informed of progress and answering questions promptly.
As one of the longest serving members of the team, there is not much that Mike doesn’t know when it comes to this area of the business.
Known for his happy, focused, and determined approach, Mike combines attention to detail with genuine care for client goals as he works hard behind the scenes to keep everything on track.
Outside of work, Mike enjoys playing board games, where strategy, patience, and a bit of friendly competition keep him sharp.
Sam supports the firm’s Mortgage and Protection advisers, specialising in the processing and administration of protection policies and ensuring applications move smoothly from recommendation to completion. She also contributes to BeAdvised’s marketing activity, assisting with client communications ranging from printed literature to social media content.
Currently studying towards her professional exams, Sam is working towards becoming a Protection adviser herself. In the meantime, she regularly shadows advisers, gaining practical experience in how tailored recommendations are developed to meet individual client needs.
A key part of Sam’s role is preparing cases thoroughly before client contact, gathering information in advance so that meetings are efficient, clear and as straightforward as possible. Her focus is always on making the process easy to navigate, allowing clients to feel confident without being overwhelmed by detail.
Before moving into financial services, Sam worked as an English teacher. She continues to maintain an interest in education by providing private GCSE tuition. Outside of work she enjoys reading and keeping active, and at home she has recently adopted two kittens — one of whom is now a regular visitor to the BeAdvised office.
Emma is part of the BeAdvised Wealth team, working closely with Julien to support their clients and ensure everything behind the scenes runs smoothly. Her role focuses on administration, provider liaison, and keeping processes organised, allowing Julien to concentrate on advising clients and guiding them through their financial decisions.
She enjoys managing the detail, from paperwork and timelines to coordinating with providers and tracking progress, making sure each case moves forward efficiently and with care. While Julien remains the main point of contact for clients, her work helps create a seamless, well-managed experience, where nothing is overlooked and everything feels joined up.
Her approach is calm, methodical, and proactive. She aims to remove unnecessary stress by keeping things clear, organised, and running as smoothly as possible for both clients and the wider team.
Alongside this, she also supports BeAdvised Wealth’s marketing and social media. With a background in design, she enjoys shaping clear, considered content that reflects how we work – professional, approachable, and easy to understand. She believes how information is presented matters just as much as the information itself, especially when it comes to building trust and confidence.
Outside of work, Emma’s naturally organised, creative, and people-focused, and she value being part of a business that puts clarity, relationships, and long-term thinking first.
Finn is the newest member of the BeAdvised family having relocated from Canada in pursuit of personal and professional development. At the start of his career, he brings energy, focus and a strong commitment to delivering an excellent client experience.
As a Mortgage Administrator, Finn plays a key role in supporting clients throughout their journey – from initial application through to completion – ensuring the process runs smoothly and efficiently.
Outside of work, he enjoys football and is a dedicated supporter of Manchester United.