Dan Smith

MLIBF AwPETR AdvDipFA

01235 522003
[email protected]

Dan joined Thomas & Co Financial Services (now Kingswood) in 2012 after gaining valuable experience with a wealth management firm in the City. This was preceded by a year working in the Transition Support Team for Deutsche Bank’s prime brokerage department in New York and a period of voluntary work 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.

Get in touch with us:
Monday to Friday, 9am to 5pm.

If you have a question you would like to discuss please do not hesitate to contact us on:

01235 522003

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Kingswood

  [email protected]

  98 Ock Street Abingdon Oxon OX14 5DH
  01235 522003

  7200 The Quorum, Oxford Business Park, Oxford OX4 2JZ
  01865 950734

Hours of Operation

  Monday to Friday, 9am - 5pm

© 2019

KW Wealth, KW Protect, KW Wellbeing, KW Partner, KW Private Office and KW Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694), KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority ( Firm Reference Number: 506600) and KW Trading Services Limited (Companies House Number: 03109469) regulated by the Financial Conduct Authority (Firm Reference Number: 176984) and has its registered office at 13 Austin Friars London EC2N 2HE. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). All companies are wholly owned subsidiaries of Kingswood Holdings Limited and operate under the brand name of “Kingswood’ or “Kingswood Group” which is incorporated in Guernsey (registered number: 42316) and has its registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.