Dan Byass
Mortgage and protection adviser
Dan helps first-time buyers, home movers and property investors arrange their mortgages. He also advises on protection, helping families consider how they would cope financially if their circumstances changed.
Dan’s experience
Dan has worked in the mortgage industry since 2022. His qualifications cover mortgage advice, financial advice and accounting.
His mortgage work includes helping clients whose applications need individual consideration, including cases where a disputed entry on a credit report has affected their borrowing options.
Areas of expertise
How Dan works with you
For Dan, the first conversation is his favourite part of the job. He enjoys getting to know people, hearing their plans and understanding what they need help with.
From there, he focuses on explaining the mortgage process so clients understand the decisions they’re making. Protection is also an important part of his work, particularly when helping families think about their financial security.
Qualifications
Certificate in Mortgage Advice and Practice (CeMAP)
Diploma for Financial Advisers (DipFA)
AAT Level 3 qualification
Completed in 2011
How Dan helped a client overcome a disputed default
The situation
A client had a disputed default on an energy account, despite an otherwise good credit history. Their agreement in principle had been declined, and another broker had suggested a mortgage with a higher interest rate.
The approach
Dan explained the circumstances to a high-street lender, which agreed to disregard the disputed default when assessing the application.
The outcome
The client secured a mortgage at a lower interest rate than the alternative previously suggested.
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