Dan Smith

IMC DipFA
Consultant

Tel: 01235 522003
ds@tacfs.co.uk

   

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.