Your Team
Daniel P. Smith
Managing Director
Daniel is the Managing Director and sole financial planner at South Charlotte Wealth Management Ltd.
Daniel provides advice directly to our full range of clients and is ultimately responsible for all advice given by the business. While client facing work is his primary area of expertise, Daniel is constantly looking for ways to provide an element of simplicity in what is viewed as a complex industry, to ultimately improve the services we provide to clients.
Daniel holds the Diploma in Financial Planning and is a member of the Personal Finance Society and the Chartered Insurance Institute. He is working towards achieving Chartered status for himself and the company.
Melissa Stirling
Paraplanner
Melissa has many years of experience in financial services and is a fully qualified financial Paraplanner. She plays a crucial role in supporting financial advisers and clients by handling a variety of tasks.
These include processing client requests such as withdrawals, contributions, and transfers, as well as conducting detailed pension research. Melissa is also responsible for addressing general client queries, ensuring smooth and efficient operations in the financial planning process.
The Rest of Our Team
We have intentionally limited the size of our firm to ensure that all of our clients receive the very highest level of personalised service. Despite our small size, we maintain a network of professionals whose knowledge and experience rivals that of the largest firms. This includes our recommended accountants, solicitors and insurance brokers.
Want to find out more about our services?
Contact us for an initial free no-obligation consultation.
