Bill Smith

Bill Smith Email and Phone Number

Managing Director @ Scotia Wealth Management
Edinburgh, GB
Bill Smith's Location
Edinburgh, Scotland, United Kingdom, United Kingdom
Bill Smith's Contact Details

Bill Smith personal email

n/a

Bill Smith phone numbers

About Bill Smith

I am an Independent Financial Adviser, who will provide you with holistic advice around your financial planning needs for you as an individual, a partnership or as a company. Providing advice that is suitable for your needs now and for the future.Specialties: Pension Specialist, Investments, Business Planning.

Bill Smith's Current Company Details
Scotia Wealth Management

Scotia Wealth Management

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Managing Director
Edinburgh, GB
Bill Smith Work Experience Details
  • Scotia Wealth Management
    Managing Director
    Scotia Wealth Management
    Edinburgh, Gb
  • Leith Chamber Of Commerce
    Board Member
    Leith Chamber Of Commerce Apr 2023 - Present
    Leith, Scotland, United Kingdom
    View
  • Scotia Wealth Management
    Managing Director
    Scotia Wealth Management Mar 2011 - Present
    Scotia Wealth Management are an office of professional independent financial advisers, who will provide you with holistic advice around your financial planning needs for you as an individual, a partnership or as a company. Providing advice that is suitable for your needs now and working with you in the future.
  • Royal Naval Reserves
    Ltcdr
    Royal Naval Reserves 2015 - Aug 2017
    Rosyth
    Logistics Officer HMS SCOTIANow retired
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  • Royal Naval Reserves
    Lt
    Royal Naval Reserves Feb 1992 - 2015
    Rosyth
    Logistics officer. HMS SCOTIA
    View
  • Scotia Independent Financial Services
    Partner
    Scotia Independent Financial Services May 2008 - Mar 2011
    Edinburgh Partner of a firm of Independent Financial Advisers. I am also a pension specialist, who can advise on all aspect of pensions for both individuals and for business, especially around the pre and post retirement market. I provide holistic financial planning advice to business owners and managers who are able to benefit for my specialisation.
  • Origen
    Pension Specialist
    Origen May 2003 - May 2008
    Pension Specialist at firm of National IFA's
  • Winterthur Life
    Bdm
    Winterthur Life 2002 - 2007

Bill Smith Skills

Investments Wealth Management Strategic Financial Planning Pensions Financial Advisory Business Planning Savings Management Financial Planning Personal Finance Retirement Retirement Planning Small Business Financial Services Protection Employee Benefits Risk Management Inheritance Tax Planning Income Protection Estate Planning Business Strategy Tax Defence Command Military Pension Funds Financial Analysis Financial Advice Finance

Frequently Asked Questions about Bill Smith

What company does Bill Smith work for?

Bill Smith works for Scotia Wealth Management

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

Bill Smith's current role is Managing Director.

What is Bill Smith's email address?

Bill Smith's email address is bs****@****ent.com

What is Bill Smith's direct phone number?

Bill Smith's direct phone number is +4478345*****

What skills is Bill Smith known for?

Bill Smith has skills like Investments, Wealth Management, Strategic Financial Planning, Pensions, Financial Advisory, Business Planning, Savings, Management, Financial Planning, Personal Finance, Retirement, Retirement Planning.

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