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Dale works primarily with people across various sectors from small business owners through to sports professionals and high-net-worth individuals. Alongside his private client work, he also deals with trusts and estates and has a particular interest in negotiating the complexities of Income Tax, Capital Gains Tax and Inheritance Tax.

A typical day can involve reviewing tax returns and providing advice to clients through to training more junior members of the team. Dale particularly enjoys the sense of fulfilment that is derived from helping his clients realise their goals and ambitions. He finds it rewarding to be part of their journey, whether it ends in financial success or that he has managed to ease their burdens by navigating the intricate and often frustrating landscape of the UK tax system. People are at the heart of everything he does as he loves engaging with both new and existing clients to enable him to build meaningful relationships whilst addressing their specific needs and concerns.

After serving in the British Army, Dale worked at Deloitte becoming ATT qualified in 2018. He joined Mercer & Hole in October 2020 as an Assistant Manager in Tax and Trusts and was promoted to Private Client Tax Manager in April 2024.

Outside of work, Dale enjoys playing darts and Saturday League football as well as watching his beloved Arsenal. He also loves spending time with his two young children.

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