Dan is the Director and a Chartered Financial Planner at Smith & Co, a firm he founded. He holds a BSc from the University of Manchester and was named a VouchedFor Top Rated Adviser in 2022, leveraging over a decade of experience to help clients achieve their financial goals.
Outside of work, Dan is a dedicated family man with two young children and a Labrador. He is deeply committed to charity, undertaking a 1000km cycle ride to raise money for Motor Neurone Disease research, a cause very close to his heart following the passing of his father.
He is cycling from Morpeth to Norfolk to Dorset to raise funds for Motor Neurone Disease research.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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