Dan Smith

Dan Smith Email and Phone Number

Director at TMP Wealth Management Ltd @ TMP Wealth Management Ltd
The Morpeth Practice Ltd, Appleby House, Castle Square, Morpeth,Northumberland NE61 1YD,United Kingdom
Dan Smith's Location
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
Dan Smith's Contact Details

Dan Smith work email

Dan Smith personal email

n/a
About Dan Smith

I have now been working in financial services for over ten years, and graduated from the St. James's Place academy in 2015. I became a Director of TMP Wealth Management in 2020, and am proud to be part of a team of such great people.My focus is on providing a bespoke service to all clients built on trust and professionalism. Forging a strong relationship with each client is essential in being able to provide the correct advice for their current circumstances and for the longer term.SJP approved 25/7/2024

Dan Smith's Current Company Details
TMP Wealth Management Ltd

Tmp Wealth Management Ltd

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Director at TMP Wealth Management Ltd
The Morpeth Practice Ltd, Appleby House, Castle Square, Morpeth,Northumberland NE61 1YD,United Kingdom
Employees:
21
Dan Smith Work Experience Details
  • Tmp Wealth Management Ltd
    Director
    Tmp Wealth Management Ltd Nov 2020 - Present
  • Tmp Wealth Management Ltd
    Wealth Management Consultant
    Tmp Wealth Management Ltd Jan 2016 - Nov 2020
    Morpeth, England, United Kingdom
    St. James’s Place Wealth Management is a leading wealth management company that brings together some of the most experienced, highly regarded, financial professionals in the UK, specialising in meeting the financial needs of people who have created significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most. At TMP Wealth Management Ltd, we recognise the individual needs of each of our clients and offer a highly personalised service together with the St. James's Place distinctive approach to investment management, which is what we believe sets us apart from the rest.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.SJP approved 11/07/23
  • St. James’S Place Wealth Management - The Morpeth Practice
    Professional Partnerships Manager, The Morpeth Practice
    St. James’S Place Wealth Management - The Morpeth Practice Jul 2013 - Dec 2015
    The Morpeth Practice
  • Simon Bates Foundation
    Treasurer
    Simon Bates Foundation Dec 2013 - Nov 2014
    Newcastle Upon Tyne, United Kingdom
    The Simon Bates Foundation aims to raise and distribute funds to projects both in the UK and overseas. The Foundation is managed by a board of Trustees comprising Simon's family and close friends. The ​Trustees are determined to create a strong and lasting legacy for him​ and aims to support projects that match his values.
  • Peter Weldon & Co
    Business Development Director
    Peter Weldon & Co Jul 2013 - Aug 2014
    Peter Weldon & Co Ltd is a firm of chartered accountants based in Northumberland offering accounts, taxation and business advisory and support services to a wide range of businesses and individuals.At Peter Weldon & Co Ltd we provide a cost-effective, high value solution to meet all of your financial needs. We work hard to get to know you in order to deliver timely, individual advice on how to improve your business and personal wealth.
  • Close House Hotel & Golf
    Corporate Business And Events Manager
    Close House Hotel & Golf Dec 2012 - Jun 2013
  • Close House Hotel & Golf
    Social Events Manager
    Close House Hotel & Golf Jun 2012 - Dec 2012
  • Metro Radio And Magic 1152
    Cash For Kids Charity Manager
    Metro Radio And Magic 1152 Sep 2010 - Jun 2012
  • Metro Radio And Magic 1152'S Cash For Kids
    Charity Executive
    Metro Radio And Magic 1152'S Cash For Kids Aug 2006 - Aug 2010
    55 Degrees North
  • Metro Radio And Magic 1152
    Marketing Executive
    Metro Radio And Magic 1152 May 2006 - Aug 2006
    55 Degrees North

Dan Smith Skills

Hotel Management Corporate Events Public Relations Social Media Marketing Event Management Customer Service Digital Marketing Social Networking Marketing Tourism Social Media Marketing Strategy Campaign Management Hotels Event Planning Marketing Communications Email Marketing Hospitality New Business Development Online Advertising Direct Marketing Copywriting Sponsorship Online Marketing Advertising Marketing Management B2b Lead Generation Brand Development Business Development Market Planning Account Management Corporate Communications Relationship Marketing Protection Personal Pensions Financial Services Investments

Dan Smith Education Details

  • St. James'S Place Wealth Management Next Generation Academy
    St. James'S Place Wealth Management Next Generation Academy
    Diploma In Financial Services
  • Leeds Metropolitan University
    English Literature (British And Commonwealth)
  • Dame Allans School
    Dame Allans School

Frequently Asked Questions about Dan Smith

What company does Dan Smith work for?

Dan Smith works for Tmp Wealth Management Ltd

What is Dan Smith's role at the current company?

Dan Smith's current role is Director at TMP Wealth Management Ltd.

What is Dan Smith's email address?

Dan Smith's email address is ds****@****e.co.uk

What schools did Dan Smith attend?

Dan Smith attended St. James's Place Wealth Management Next Generation Academy, Leeds Metropolitan University, Dame Allans School.

What skills is Dan Smith known for?

Dan Smith has skills like Hotel Management, Corporate Events, Public Relations, Social Media Marketing, Event Management, Customer Service, Digital Marketing, Social Networking, Marketing, Tourism, Social Media, Marketing Strategy.

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