0151 221 9700
Based in Ormskirk
View locationChecks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 March 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Daniel has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with Daniel
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 March 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Daniel has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with Daniel
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 6 first impressions)
Dan is a skilled and motivated financial planner with an established history working in the financial services industry. He now runs his own firm, Smith & Co Chartered Financial Planning, where the focus is on providing independent, tailored, financial planning to clients. Dan joined Thomas & Co Financial Services in 2011, which was subsequently acquired by Kingswood. Prior to this, Dan spent a year working in the Transition Support Team for Deutsche Bank’s prime brokerage department in New York. Outside of his career in finance, Dan spent a period of time volunteering at a children’s shelter in Rio de Janeiro. Dan gained his BSc in International Management at UMIST, which included a year at the National University of Singapore. He has subsequently achieved the Certificate in Securities and Investment, plus the Investment Management Certificate, and LIBF Level 6 Advanced Diploma for Financial Advisers, which confers chartered status. When not helping clients, most of his time is spent with his 2 children, with the occasional dog walk or bit of exercise thrown in for variety!
Offers available through VouchedFor
Contact Daniel through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Daniel's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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