David Smith Fpfs Mcsi
AeroLeads people directory · profile

David Smith Fpfs Mcsi Email & Phone Number

Chartered Financial Planner at Tilney at Tilney Group
Location: Glasgow, Scotland, United Kingdom 3 work roles 5 schools
LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Tilney Group
Role
Chartered Financial Planner at Tilney
Location
Glasgow, Scotland, United Kingdom
Company size
871 employees

Who is David Smith Fpfs Mcsi? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Smith Fpfs Mcsi is listed as Chartered Financial Planner at Tilney at Tilney Group, a company 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 Director Financial Planning at Tilney Group and Wealth Adviser at Towry. David Smith Fpfs Mcsi holds First Scottish Wealth Asset Management Award, Financial Planning And Services, Diploma from Chartered Institute Of Insurers.

Company email context

Email format at Tilney Group

This section adds company-level context without repeating David Smith Fpfs Mcsi's masked contact details.

Tilney Group

Review company-level records connected to David Smith Fpfs Mcsi before choosing the right outreach path.

View email format View company profile Management contacts
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

Company context helps verify the profile and gives searchers a useful next step.

Tilney Group
Tilney Group
Chartered Financial Planner at Tilney
london, greater london, united kingdom
Website
tilney.co.uk
Employees
871
AeroLeads page
Company profile
View company profile Email format
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

Current
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.

Jun 2013 - Present

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 →

TB Tom Bessamra Tom Bessamra Colleague at Tilney GroupGoose Creek, South Carolina, United States, United States View → TA Tina Andy Tina Andy Colleague at Tilney GroupLondon, England, United Kingdom, United Kingdom View → KM Ken Morjaria Ken Morjaria Colleague at Tilney GroupWatford, England, United Kingdom, United Kingdom View → NW Natalie Williams Natalie Williams Colleague at Tilney GroupUnited Kingdom, United Kingdom View → JA Jonathan Allwright Jonathan Allwright Colleague at Tilney GroupNottinghamshire, England, United Kingdom, United Kingdom View → PB Paul Bignell Apfs Paul Bignell Apfs Colleague at Tilney GroupGreater London, England, United Kingdom, United Kingdom View → BP Beverly Phelan Beverly Phelan Colleague at Tilney GroupGreater Exeter Area, United Kingdom View → DA Duncan And Leah Brookes Duncan And Leah Brookes Colleague at Tilney GroupLiverpool, England, United Kingdom, United Kingdom View → SB Simon Brown Simon Brown Colleague at Tilney GroupLondon, England, United Kingdom, United Kingdom View → LE Lizzie Enever Lizzie Enever Colleague at Tilney GroupLondon, England, United Kingdom, 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 Chartered Financial Planner at Tilney 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 Tom Bessamra, Tina Andy, Ken Morjaria, Natalie Williams, and Jonathan Allwright.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.