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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

PSA Financial Services Ltd

PSA House, 3 Rose Way, Blaby, Leicester, LE8 4BY

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PSA Financial Services Ltd is authorised and regulated by the Financial Conduct Authority 231108

PSA Financial Services Ltd is registered in England and Wales company number 03934365

Paul Smith Associates is a trading name of PSA Financial Services Ltd

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