About us

Here at Chambers Smith, we are committed to providing the best possible independent financial advice to our clients; resulting in the best possible outcomes that can and do stand the test of time.

With more than 40 years of combined financial services experience, our financial planning and support team are highly-qualified, experienced and adept in providing exceptional levels of service and support.

No other financial advice firm in Derby operates in the way that we do, or has our level of qualifications, endorsements and staff resources that enable us to provide the highest levels of bespoke financial planning to our clients.

Meet the team

Daniel Smith

Managing Director & Independent Financial Planner

Having worked in financial services for 12 years, Dan’s goal is to help people meet their goals and achieve peace of mind.

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Richard Shanks


After running a top 150 law firm’s financial planning department for six years, Richard set up the business in 2009 before selling it to Dan in 2018.

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Georgie Smith

Financial Administrator

As our Financial Administrator, Georgie’s role is to obtain documentation, complete general administration and assist the wider team.

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Halina Whitehurst

Operations Manager & Financial Planning Technician

Halina has worked in some form of regulated environment for over 10 years.

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Rachael Trainor

Financial Planning & Operations Assistant

Rachael has several years of administration and accounts experience and is responsible for the accounting document and general administration of the business.

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Marie Shanks

Client Liaison

Marie joined the team in 2010. Her role involves managing day-to-day finance, marketing and attending networking events.

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A client since 2006

From Derby

“I have been a client of Chambers Smith Financial Planning for almost 14 years now and am so grateful for how they look after me and my finances. I trust Chambers Smith implicitly and seeing my Inheritance Tax liability fall year by year as a result of their planning means that I will recommend them until I run out of breath!”

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A client since 2016

From Matlock

“Chambers Smith Financial Planning are available at any time to discuss any detail on the investments, expressed in a way that is easily understood. The Trust has greatly benefitted from receiving this professional service which has been tailored to its own particular circumstances.”

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John and Tara

Clients since 2007

From Bakewell

“Over a period of 10 years, Chambers Smith helped us implement high-quality financial advice and planning to meet all our needs going forward. They haven’t stopped working on achieving the best possible outcomes for us. We are extremely happy with the service they have provided.”

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A client since 2006

From Ashbourne

“Chambers Smith has always been thorough and helpful. When my husband passed away in 2018, they proved themselves invaluable at an incredibly difficult time. Chambers Smith is not just a financial adviser – they truly care, and I have nothing but gratitude for their service.”

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A client since 2014

From Manchester

“Chambers Smith worked with me and my company in a way that no other adviser had done before. They looked at every detail, explained things in a clear manner, tailored all planning to my company’s exact needs and offered regular, ongoing reviews… we have been thrilled with the work”

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Get in touch

    Chambers Smith is authorised and regulated by the Financial Conduct Authority. You can find Chambers Smith on the FCA register by clicking here. Under reference 488279. Registered in England & Wales. Company number: 06674780. Registered Office: 2 Cheapside, Derby, England, DE1 1BR.

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

    The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.