Daniel Birkitt-Smith
Dip PFS
After graduating with a degree in Business Management in 2011, Dan spent nearly a decade working in recruitment, progressing through the industry before establishing and running his own agency.
During the Covid-19 pandemic, Dan decided to build upon the skills, commercial experience, and professional network he had developed by pursuing a career in financial advice through the St. James's Place Financial Adviser Academy.
With an extensive background in MedTech recruitment, Dan has a natural understanding of the careers, remuneration structures and financial priorities of professionals working within the sector. Today, a significant proportion of his clients work in MedTech, alongside business owners and individuals from the local community whom he helps to take control of their finances and plan confidently for the future.
Outside of work Dan enjoys spending time with his wife, Jo, their two children and 3 dogs. A keen rugby league fan, he is a regular at the LNER Community Stadium, where the whole family enjoys cheering on the York Knights.
About
Hyphen Wealth Management Ltd was set up with the clear goal of educating our clients and making jargon free financial advice available to as many people as possible. Having previously built a very close network in the world of recruitment, Daniel understands the importance trust plays in relationships and this is one of the principles that Hyphen Wealth Management Ltd is built on today.
We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice and services
We offer an excellent wealth management service which will help you achieve your goals
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More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 31/10/2023
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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Hyphen Wealth Management Ltd is registered in England and Wales, Number 14249983. Registered Office: 5 Field Lane, Goole, East Riding Of Yorkshire, DN14 8RR.
