Dan Smith in

Dan Smith

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Chartered Financial Planner at Smith & Co Chartered Financial Planning
📍 Ormskirk, England, United Kingdom

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.

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Experience
17 Years
Current Role
Chartered Financial Planner
Job Level
Mid-senior
Location
Ormskirk, England, United Kingdom
Personality Overview

How Dan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dan cares about

Chartered Financial Planning
As a Director and Chartered Financial Planner, he specializes in creating holistic financial plans covering investments, pensions, and inheritance tax mitigation for his clients.
Wealth Management
His career includes roles as Vice President of Wealth Planning, indicating a strong background in managing and growing client assets.
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Career

Work history

11-2023
Chartered Financial Planner
Smith & Co Chartered Financial Planning
11-2022
Director
Smith & Co Financial Services Ltd
2-2019 - 11-2022
Vice President - Wealth Planning
Kingswood Group
1-2019 - 11-2022
Wealth Planner
Kingswood Group
7-2014 - 2-2019
Independent Financial Advisor
Thomas & Co. Financial Services
In the press

Media appearances

Daniel Smith, Smith & Co Chartered Financial Planning - VouchedFor. Featured in VouchedFor
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Education
2002 - 2006
BSc
University of Manchester and National University of Singapore
1996 - 2001
A-Levels: Business Studies (A)
Abingdon Boys School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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