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.
Richard Shanks
Consultant
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.
Georgie Smith
Financial Administrator
As our Financial Administrator, Georgie’s role is to obtain documentation, complete general administration and assist the wider team.
Halina Johnson
Operations Manager & Financial Planning Technician
Halina has worked in some form of regulated environment for over 10 years.
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.
Louise
A client since 2006
From Derby
Tim
A client since 2016
From Matlock
John and Tara
Clients since 2007
From Bakewell
Jo
A client since 2006
From Ashbourne
Andrew
A client since 2014
From Manchester
