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Daniel Smith

Independent Financial Adviser

I have worked in the industry for many years providing financial advice and support to a large demographic of clients.

I have an expert knowledge on all wealth, protection, and financial planning areas. Additionally, I can provide peace of mind in retirement through the use of cashflow modelling.

As an independent financial adviser, my aim is to build a trusted relationship and work closely with all my clients and to provide them with a tailored investment solution.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in

South East


Surrey, Hampshire, Berkshire

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