Dane J Halling - Founder and Principal, Arcturus Wealth Management
Since 2004, Dane Halling has been active in private client investment and financial planning advisory work with Arcturus Wealth Management and its predecessor firms. He is a Chartered Member of the Chartered Institute for Securities and Investment.
His previous financial services positions include senior roles in the City with Alex. Brown & Sons (Principal, 1996-97) and Robert W. Baird (Senior Vice-President, 1997-2001). Before entering the financial services industry in 1987, he served at sea in the Royal Navy.
Alongside advising on investments, he advises on key areas of personal financial planning, including pensions, retirement planning and estate and inheritance planning, serving a diverse group of clients across the country.