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Based at
Position
Serving clients in
West Midlands, Warwickshire, Worcestershire
Dan Baylie
Director, Financial Planner
Outside of work, Dan spends time with his young family and loves the creative challenges and frustrations of DIY projects.
Expertise in
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Find out more about Dan and the Amber River Midlands team
Our Amber River Midlands team includes Chartered Financial Planners who look after clients across the Midlands, and beyond. We welcomed them to the Amber River Group in March 2021.
What our clients say
S Hughson
Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.
Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson
Madeline, Edgbaston
I simply can’t recommend Simon and his team highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you.
I simply can’t recommend Simon and his team highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you.Madeline, Edgbaston
Nick from Worcester
Amber River Midlands provides us with a personalised, professional friendly service we can rely on to manage our finances and have confidence in our retirement plans. They understand and explain clearly the huge range of investment opportunities and the associated risk. A great team we can rely on.
Amber River Midlands provides us with a personalised, professional friendly service we can rely on to manage our finances and have confidence in our retirement plans. They understand and explain clearly the huge range of investment opportunities and the associated risk. A great team we can rely on.Nick from Worcester
Find an adviser
Where and how we meet depends on whatever’s most convenient for you, but we have a number of locations around the UK if you’d prefer to come to us.