Daniel Smith

Managing Director & Independent Financial Planner

At work

Dan began working in financial services in the late 2000s, initially as a Mortgage Adviser. He joined the Professional Finance Centre (East Midlands) Limited in 2011 as an Administrator, then became a Financial Planner in 2013. Dan purchased the firm from Richard Shanks in 2018; it is now Chambers Smith, as you know it today. Committed to holistic financial planning, Dan’s 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. Dan specialises in Inheritance Tax and estate planning, as well as investment planning and pension planning. He believes the most rewarding thing about his job is seeing clients achieve peace of mind, safe in the knowledge that their finances are being looked after. Dan is also a member of the Society for Trust and Estate Practitioners (STEP).

At play

Dan is married to Georgie and they have two children, Nancy and Mabel. What with running a company and having two little ones and a French bulldog, Betsy, Dan’s spare time is somewhat limited. When he does get some free time, Dan enjoys football, going to the gym, walking the dog and eating out.

Some important details

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Dan’s entry by clicking here. Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). Again, consumers should be wary of any advisers who refuse to provide copies of their SPS. If you would like to see Dan’s, please get in touch.