Dan Smith
Dan joined TMP Wealth Management in 2013 in a Marketing and Business Development role, before qualifying as a Financial Adviser through the St. James's Place Next Generation Academy in 2015. He is currently working towards achieving Chartered Financial Planner status.
Having graduated from University in 2005 with a degree in English Literature, Dan worked in Media and Account Management before taking the decision to join the Wealth Management profession. Dan particularly enjoys building long-lasting and trusted relationships with clients, and helping with plans for the future for them and their family.
Dan is a regular gym goer and is a season ticket holder at Newcastle United.
Book a meeting with me using the Calendly link below
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
