David Smith Fpfs Mcsi
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David Smith Fpfs Mcsi Email & Phone Number

Director Financial Planning at Tilney Group
Location: Glasgow, Scotland, United Kingdom 3 work roles 5 schools
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Current company
Tilney Group
Role
Director Financial Planning
Location
Glasgow, Scotland, United Kingdom
Company size
871 employees

Who is David Smith Fpfs Mcsi? Overview

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Quick answer

David Smith Fpfs Mcsi is listed as Director Financial Planning at Tilney Group, a with 871 employees, based in Glasgow, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for David Smith Fpfs Mcsi.

David Smith Fpfs Mcsi previously worked as Wealth Adviser at Towry and Wealth Manager at Clydesdale Bank. David Smith Fpfs Mcsi holds First Scottish Wealth Asset Management Award, Financial Planning And Services, Diploma from Chartered Institute Of Insurers.

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Email format at Tilney Group

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Tilney Group

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Profile bio

About David Smith Fpfs Mcsi

Tilney is a leading UK investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with £21 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments. Whichever service a client choses we believe their personal wealth is our personal responsibility.

Listed skills include Financial Advisory, Wealth Management, Wealth, Pensions, and 9 others.

Current workplace

David Smith Fpfs Mcsi's current company

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Tilney Group
Tilney Group
Director Financial Planning
london, greater london, united kingdom
Website
tilney.co.uk
Employees
871
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3 roles

David Smith Fpfs Mcsi work experience

A career timeline built from the work history available for this profile.

Director Financial Planning

Current
Tilney Group

Glasgow, United Kingdom

Jan 2017 - Present

Wealth Adviser

Towry

Glasgow, United Kingdom

We are one of the UK’s leading wealth advisers and specialise in providing high quality, expert financial advice to private individuals, families and trustees. Established over 50 years ago, we have 21 offices across the UK and look after the financial needs of over 25,000 clients. When you seek advice from Towry, you have the reassurance of knowing that all our wealth advisers are highly qualified. In fact, the majority have achieved Chartered Financial Planner… Show more We are one of the UK’s leading wealth advisers and specialise in providing high quality, expert financial advice to private individuals, families and trustees. Established over 50 years ago, we have 21 offices across the UK and look after the financial needs of over 25,000 clients. When you seek advice from Towry, you have the reassurance of knowing that all our wealth advisers are highly qualified. In fact, the majority have achieved Chartered Financial Planner status, the highest professional qualification in the industry. One important difference of our service is our advice is Towry’s advice, rather than the experience and thoughts of one individual. We achieve this by working as a team, where our wealth advisers work alongside wealth planning and technical experts. What sets us apart from other advisers is that we believe that your financial decisions should be made as part of a personal financial plan which is structured to help you achieve your short and long-term financial goals. Therefore we start by completing a Lifetime Financial Plan with our clients. This is done purely on a time cost basis, which means we are able to give advice in the best interest of our clients. Show less

Wealth Manager

Clydesdale Bank

Glasgow

Providing holistic financial advice to high net worth private and business clients.

Apr 2008 - Jun 2013
Team & coworkers

Colleagues at Tilney Group

Other employees you can reach at tilney.co.uk. View company contacts for 871 employees →

PB Paul Bignell Apfs Paul Bignell Apfs Colleague at Tilney GroupGreater London, England, United Kingdom View → VB Viv Belcher Viv Belcher Colleague at Tilney GroupKnutsford, England, United Kingdom View → AK Alena Kosava Alena Kosava Colleague at Tilney GroupGreater London, England, United Kingdom View → MA Melissa Aldridge Melissa Aldridge Colleague at Tilney GroupGreater Guildford Area, United Kingdom View → CP Christopher Phillips Christopher Phillips Colleague at Tilney GroupGreater Cardiff Area, United Kingdom View → CP Clive Payne Clive Payne Colleague at Tilney GroupGreater Reading Area, United Kingdom View → LM Lindsey Morris Lindsey Morris Colleague at Tilney GroupGreater Liverpool Area, United Kingdom View → RS Rachel Schofield Rachel Schofield Colleague at Tilney GroupLiverpool, England, United Kingdom View → JM Jim Mclatchie Jim Mclatchie Colleague at Tilney GroupGlasgow, Scotland, United Kingdom View → MG Mark Greenwood Mark Greenwood Colleague at Tilney GroupGreater Nottingham, United Kingdom View →
5 education records

David Smith Fpfs Mcsi education

First Scottish Wealth Asset Management Award, Financial Planning And Services, Diploma

Chartered Institute Of Insurers

Activities and Societies: Exam study Attained the First Scottish Wealth Asset Management Award for the best result in a Diploma level.

Attained Fellow Of Personal Finance Society, Financial Planning And Services, Level 7

Personal Finance Society

Completed Chartered Financial Planner And Fellow Of The Personal Finance Society, Finance And Financial Management Services, Level 6

The Chartered Insurance Institute Cii

Attained following qualifications through Cii as at December 2014; H15 - Supervision and Management CF8 - Long Term Care Insurance R03.

Diploma Of Financial Advice (Level 4), Financial Planning And Services, Pass

Ifs School Of Finance
FAQ

Frequently asked questions about David Smith Fpfs Mcsi

Quick answers generated from the profile data available on this page.

What company does David Smith Fpfs Mcsi work for?

David Smith Fpfs Mcsi works for Tilney Group.

What is David Smith Fpfs Mcsi's role at Tilney Group?

David Smith Fpfs Mcsi is listed as Director Financial Planning at Tilney Group.

Where is David Smith Fpfs Mcsi based?

David Smith Fpfs Mcsi is based in Glasgow, Scotland, United Kingdom while working with Tilney Group.

What companies has David Smith Fpfs Mcsi worked for?

David Smith Fpfs Mcsi has worked for Tilney Group, Towry, and Clydesdale Bank.

Who are David Smith Fpfs Mcsi's colleagues at Tilney Group?

David Smith Fpfs Mcsi's colleagues at Tilney Group include Paul Bignell Apfs, Viv Belcher, Alena Kosava, Melissa Aldridge, and Christopher Phillips.

How can I contact David Smith Fpfs Mcsi?

You can use AeroLeads to view verified contact signals for David Smith Fpfs Mcsi at Tilney Group, including work email, phone, and LinkedIn data when available.

What schools did David Smith Fpfs Mcsi attend?

David Smith Fpfs Mcsi holds First Scottish Wealth Asset Management Award, Financial Planning And Services, Diploma from Chartered Institute Of Insurers.

What skills is David Smith Fpfs Mcsi known for?

David Smith Fpfs Mcsi is listed with skills including Financial Advisory, Wealth Management, Wealth, Pensions, Portfolio Management, Relationship Management, Private Banking, and Retail Banking.

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