We can bring peace of mind to your financial planning, enabling you to focus on the things that bring meaning to life, safe in the knowledge that your finances are being looked after.
Offering professional independent financial advice, delivered in a relaxed, friendly, jargon-free manner by our highly trained experts. Whether it is retirement planning, protecting your loved ones if the worst were to happen, tax-efficient investment, mitigating the impact of inheritance tax, business protection planning, we can provide tailored solutions to suit your requirements.
First meetings are offered at our expense and carry no obligation to proceed. The meeting offers the chance for you to get to know us and for us to discuss your requirements, so you can make a more informed decision.
Having established your goals and objectives, we will collate all the necessary information on you and complete detailed research on your existing holdings.
The next step is to analyse your existing position and develop a bespoke plan that is based on a detailed understanding of your objectives, values, priorities, and goals.
We'll collaborate with you to create a plan that aligns with your desired lifestyle. During this stage, we'll guide you through the recommended plan, making sure you grasp each aspect and providing additional details where necessary.
Once you are happy,we then put in place all the agreed recommendations and take care of everything to start delivering on your financial plan.
This is a crucial step in the process, enabling us to monitor your position, evaluate your plan's progress, and make necessary adjustments to keep you on track. Life brings surprises, and your circumstances change, so we must stay updated to maintain your confidence in your adaptable plan.
What were the circumstances that caused you to initially look for an adviser? I was semi retiring from work and looking to use my savings, pensions and investments to the best possible benefit. How has Daniel Smith helped you? He has been excellent in advising us of the different options and helping us understanding those options. He has explained t hings clearly and listened to what we wanted. I believe he has delivered us the best possible outcomes - Review from VouchedFor
How has Daniel Smith helped you? Dan planned investments for share ISAs for myself & my wife, as well as investing the remainder of the money in a general investment fund. As mentioned above this will go towards my retirement fund. He also helped in advising my wife about her personal pension plan tax allowance which I was unaware of. What could they have done better? Not much, I think everything was well explained & Dan was very courteous & helpful - Review from VouchedFor
Dan has over a decade of experience working with clients to help them achieve their financial goals. He achieved Chartered status in 2017 and was included in the 2022 VouchedFor Top Rated Financial Adviser list.
Outside of financial services, Dan has 2 young children and a Labrador, which, when combined with work commitments, seems to result in little time for much else! He will be forced to get himself into shape for April 2024, as he is undertaking a cycle ride from Morpeth to Norfolk to Dorset to raise money for Motor Neurone Disease research following the passing of his father from this condition in 2023.
Oxfordshire - 01235 227240Lancashire - 01704 730178
OXFORDSHIRE Boston House, Grove Business Park, Downsview Road, Wantage OX12 9FF LANCASHIRE Martland Mill, Mart Lane, Burscough, Ormskirk L40 0SD
Financial PlanningRetirement PlanningProtection Solutions
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