Daniel Smith

Managing Director & Independent Financial Planner

dan@chambers-smith.co.uk 01332 501150

At work

Dan began working in financial services over 12 years ago, initially as a Mortgage Adviser. He joined the Professional Finance Centre (East Midlands) Limited almost nine years ago as an Administrator, then became a Financial Planner six years ago. 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.

At play

Dan is married to Georgie and their first child, Nancy was born in September 2019. What with recently purchasing the company and the arrival of a newborn baby, 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. You can click here to view Dan’s.

Qualifications
  • Diploma in Regulated Financial Planning

  • Diploma in Financial Planning

  • Certificate in Financial Planning Certificate in Equity Release

  • Certificate in Discretionary Investment

  • Management Certificate in Mortgage Advice

  • Certificate in Life & Pensions

An interview with Dan

On an ideal weekend you can find me:

“Walking the dog, watching the football then going for a meal at our favourite Indian restaurant.”

My favourite holiday destination is:

“Vilamoura, Barbados or New York.”

The first album I bought was:

“Stereophonics – Word Gets Around.”

If I could be any fictional character, I would be:

“Jason Bourne.”

If I could turn any activity into an Olympic sport, I would win a medal in:

“Skimming stones.”

When the dessert menu arrives, I’m looking for:

“Apple pie and custard.”

The three qualities that draw me to new people are:

“Humour, honesty and loyalty.”

My pet peeve is:

“Nuisance phone calls.”

The best gift I’ve ever received is:

“The news that we were expecting our first child.”

The three people at my dream dinner party would be:

“Will Ferrell, Sir Alex Ferguson, Richard Branson.”

The three small things that make my day better are:

“A cup of tea first thing in the morning, rocky road, and seeing my wife, daughter and dog at the end of a hard day.”

Louise

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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Tim

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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Jo

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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Andrew

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. 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.