Michael Smith Afps
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Michael Smith Afps Email & Phone Number

Senior Consultant at Premier Wealth Planning at Premier Wealth Planning
Location: Bristol, England, United Kingdom 5 work roles 3 schools
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Current company
Role
Senior Consultant at Premier Wealth Planning
Location
Bristol, England, United Kingdom
Company size

Who is Michael Smith Afps? Overview

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Quick answer

Michael Smith Afps is listed as Senior Consultant at Premier Wealth Planning at Premier Wealth Planning, a with 116 employees, based in Bristol, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Michael Smith Afps.

Michael Smith Afps previously worked as Senior Consultant at Premier Wealth Planning and Private Banker at Barclays Wealth And Investment Management. Michael Smith Afps holds Chartered Financial Planner, Financial Planning And Services from Chartered Insurance Institute.

Company email context

Email format at Premier Wealth Planning

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Premier Wealth Planning

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Profile bio

About Michael Smith Afps

Client focused financial services professional. Chartered Financial Planner

Listed skills include Financial Advisory, Financial Services, Portfolio Management, Wealth Management, and 22 others.

Current workplace

Michael Smith Afps's current company

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Premier Wealth Planning
Premier Wealth Planning
Senior Consultant at Premier Wealth Planning
surrey, surrey, united kingdom
Employees
116
AeroLeads page
5 roles

Michael Smith Afps work experience

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

Senior Consultant

Current

Bristol, United Kingdom

Providing Holistic Independent Financial Planning to Senior Executives of Corporate Clients. Specialising in Retirement, Investment and Protection planning. Pension Transfer Specialist checking Defined Benefit Transfer cases.

Jun 2014 - Present

Private Banker

Bristol And Swindon

I provided investment and holistic financial advice to a portfolio of HNW clients and managed a discretionary client book.

Nov 2001 - Jun 2014

Branch Training Manager

Bath And Bristol

Started as a Financial Consultant then responsible for training new recruits and training needs within the Branch

Mar 1996 - Feb 2000

Sergeant Major Instructor In Gunnery (Air Defence)

Various Locations

Full Career with HM forces, main responsibilities Training and development for Air defence Weapons systems.

Sep 1972 - Mar 1996
Team & coworkers

Colleagues at Premier Wealth Planning

Other employees you can reach at premiercompanies.co.uk. View company contacts for 116 employees →

3 education records

Michael Smith Afps education

Chartered Financial Planner, Financial Planning And Services

Chartered Insurance Institute

Wide cross section of financial planning subjects including: Investments, Pensions, Estate Planning and Protection

Working Towards Bsc In Technology, Managment In Organisations

One credit short of degree suspended course in 1998 to concentrate on vocational Financial Services Examinations.

Education record

Plaistow Grammar School

Secondary Education

FAQ

Frequently asked questions about Michael Smith Afps

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

What company does Michael Smith Afps work for?

Michael Smith Afps works for Premier Wealth Planning.

What is Michael Smith Afps's role at Premier Wealth Planning?

Michael Smith Afps is listed as Senior Consultant at Premier Wealth Planning at Premier Wealth Planning.

Where is Michael Smith Afps based?

Michael Smith Afps is based in Bristol, England, United Kingdom while working with Premier Wealth Planning.

What companies has Michael Smith Afps worked for?

Michael Smith Afps has worked for Premier Wealth Planning, Barclays Wealth And Investment Management, Royal And Sunalliance Insurance Agency, Inc., Prudential Assurance, and Hm Forces.

Who are Michael Smith Afps's colleagues at Premier Wealth Planning?

Michael Smith Afps's colleagues at Premier Wealth Planning include Kirsten Bach-Petersen, Toni Robson, Claire Plackett, Simon Payne, and Roy G..

How can I contact Michael Smith Afps?

You can use AeroLeads to view verified contact signals for Michael Smith Afps at Premier Wealth Planning, including work email, phone, and LinkedIn data when available.

What schools did Michael Smith Afps attend?

Michael Smith Afps holds Chartered Financial Planner, Financial Planning And Services from Chartered Insurance Institute.

What skills is Michael Smith Afps known for?

Michael Smith Afps is listed with skills including Financial Advisory, Financial Services, Portfolio Management, Wealth Management, Investments, Pensions, Strategic Financial Planning, and Banking.

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