Speak to a team member now

0800 029 1110

or

Dan Smith

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Midlands

Covers

Derbyshire, Staffordshire, Nottinghamshire

Dan Smith

Independent Financial Adviser

I have been involved within the Financial Services sector since 2011.

Committed to holistic financial planning, my goal is to help people meet their objectives; whether that be saving money on tax, making the most of their money in retirement, or seeing their children and grandchildren enjoy the money in their lifetime.

I specialise in Inheritance Tax and estate planning, as well as investment planning and pension planning. I believe the most rewarding thing about my job is seeing clients achieve peace of mind, safe in the knowledge that their finances are being looked after. I am also a member of the Society for Trust and Estate Practitioners (STEP).

 

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Midlands

Covers

Derbyshire, Staffordshire, Nottinghamshire

Send an email to Dan Smith

"*" indicates required fields

This field is for validation purposes and should be left unchanged.