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Danny Smith

Financial planning

Areas of expertise

Later life planning, IHT and inter generational gifting.


Having graduated from Exeter University in 1988 I have worked form only 3 companies. Two large Insurance companies, the latter being Eagle Star, before I joined Towry Law in 1998. With Towry (bought by Tilney in 2017) I have worked as a Regional Manager, led training teams for new advisers and manager re-training, put together our first ever telephone training team and currently advise circa 100 HNW family groups on how to make the most of their wealth.

Notable client work and achievements

Currently advising clients with a combined wealth of some £2.5bn in assets of various kinds...... oh and Papa Bear in Shrek, the Musical - Hampton Hill Theatre 2022

Professional qualifications and memberships

B.Ed (Hons) and Dip PFS.

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