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Retirement Ready Guide

Dan Leigh

Investment Adviser Representative

We've passed on your details to Dave Wattles at Alexander Peter Wealth Management.

Daniel has been in the financial Services industry for over 15 years and has lived and worked in the UK, Malta, Spain, Italy, Cape Verde and the USA, having worked in many facets of the sector.

Living in and commuting to the US for the past 10 years he spends his time helping US and UK connected clients in key areas of financial advisory services including investments, retirement planning, risk management. As such he has a well-rounded understanding of different areas of financial planning and designing solutions to help clients reach their needs and objectives.

Daniel holds a Series 65 investment advisory representative license and is a licensed agent offering access to life insurance solutions through Amerity Financial, LLC.

Book your Retirement Planning session:

How to prepare for your appointment:

Gather Financial Statements – Bring recent statements for your 401(k), IRA, brokerage accounts, pensions, and other retirement savings to review your current position.
Outline Retirement Goals – Consider when you’d like to retire, your expected lifestyle, and any major expenses (travel, home purchases, healthcare) to help shape your plan.
Review Income Sources – List all potential income streams, including Social Security, pensions, rental income, or annuities, and note any concerns about their reliability.
Identify Key Questions – Think about concerns like tax efficiency, investment risks, estate planning, and healthcare costs so we can address them during your session.
Advisory services in the United States are offered and provided through Amerity Wealth Management, LLC. No promises or guarantees are offered for investment success or that you will attain your financial goals and objectives. Investing involves risk including the loss of principal.
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