Dan Smith Email and Phone Number
Dan Smith work email
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Dan Smith personal email
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
Tmp Wealth Management Ltd
View- Website:
- themorpethpractice.co.uk
- Employees:
- 21
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DirectorTmp Wealth Management Ltd Nov 2020 - Present -
Wealth Management ConsultantTmp Wealth Management Ltd Jan 2016 - Nov 2020Morpeth, England, United KingdomSt. 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
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Professional Partnerships Manager, The Morpeth PracticeSt. James’S Place Wealth Management - The Morpeth Practice Jul 2013 - Dec 2015The Morpeth Practice -
TreasurerSimon Bates Foundation Dec 2013 - Nov 2014Newcastle Upon Tyne, United KingdomThe 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.
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Business Development DirectorPeter Weldon & Co Jul 2013 - Aug 2014Peter 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. -
Corporate Business And Events ManagerClose House Hotel & Golf Dec 2012 - Jun 2013 -
Social Events ManagerClose House Hotel & Golf Jun 2012 - Dec 2012 -
Cash For Kids Charity ManagerMetro Radio And Magic 1152 Sep 2010 - Jun 2012
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Charity ExecutiveMetro Radio And Magic 1152'S Cash For Kids Aug 2006 - Aug 201055 Degrees North
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Marketing ExecutiveMetro Radio And Magic 1152 May 2006 - Aug 200655 Degrees North
Dan Smith Skills
Dan Smith Education Details
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St. James'S Place Wealth Management Next Generation AcademyDiploma In Financial Services -
English Literature (British And Commonwealth) -
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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Dan Sherrard-Smith
Camberwell3hotmail.com, starfishassociates.com, lookaftermybills.com
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