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Independent Financial Adviser

Daniel Smith

I started working at PSA Financial Services Ltd in 2003 in an administrative role and have progressively taken on more responsibilities. I passed my first financial planning exam in 2008.

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After graduating from Durham University with a degree in Physics, I have been applying the analytical and mathematical skills I developed into my role as a fully qualified Independent Financial Adviser.

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I specialise in Pensions, Investments, Life & Critical Illness Insurance, Estate and Inheritance tax planning as well as Ethical Investments.

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Outside of work I enjoy playing badminton, basketball, table tennis, socialising with friends and reading.

Unbiased
Daniel Smith Qualifications

Qualifications

BSc (hons)

Durham Univesity

Physics

Dip PFS     R01

Financial Services, Regulation & Ethics

Dip PFS     R02

Investment

Principles & Risk

Dip PFS     R03

Personal Taxation

Dip PFS     R04

Pension & Retirement Planning 

Dip PFS     R05

Financial Protection

Dip PFS     R06

Financial Planning Practice

AF7

Pension Transfer

PFE (PIP)

Investment Planning

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