Dan Smith

IMC DipFA Consultant

01235 522003

Dan joined Thomas & Co Financial Services 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, and has subsequently achieved the Certificate in Securities and Investment, the Investment Management Certificate and the IFS Level 4 Diploma for Financial Advisers.

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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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Thomas & Co Financial Services is entered on the Financial Services Register under reference 137287 (https://www.fca.org.uk/register)