Nathan Smith
AeroLeads people directory · profile

Nathan Smith Email & Phone Number

Wealth Paraplanner at RBC Brewin Dolphin
Location: Poole, England, United Kingdom 5 work roles 3 schools
LinkedIn matched
3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
RBC Brewin Dolphin
Role
Wealth Paraplanner
Location
Poole, England, United Kingdom
Company size
2004 employees

Who is Nathan Smith? Overview

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

Quick answer

Nathan Smith is listed as Wealth Paraplanner at RBC Brewin Dolphin, a company with 2004 employees, based in Poole, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Nathan Smith.

Nathan Smith previously worked as Associate Financial Planner at Forvis Mazars In The Uk and Chief Investment Officer at Lincoln Student Managed Investment Fund. Nathan Smith holds Msc, Corporate And International Finance, Distinction from Durham University.

Company email context

Email format at RBC Brewin Dolphin

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

RBC Brewin Dolphin

Review company-level records connected to Nathan Smith before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Nathan Smith

Versatile and proactive Associate Financial Planner en route to attain chartered status with Forvis Mazars.

Listed skills include Finance, Boxing, Creative Writing, Investment Banking, and 13 others.

Current workplace

Nathan Smith's current company

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

RBC Brewin Dolphin
Rbc Brewin Dolphin
Wealth Paraplanner
London, GB
Website
brewin.co.uk
Employees
2004
AeroLeads page
Company profile
View company profile Email format
5 roles

Nathan Smith work experience

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

Associate Financial Planner

Current
Forvis Mazars In The Uk

Poole, England, United Kingdom

Training to become a Chartered Financial Planner with Forvis Mazars. Obtained the CII's Diploma in Regulated Financial Planning and currently sitting the Advanced Diploma in Financial Planning exams.

Sep 2022 - Present

Chief Investment Officer

Lincoln Student Managed Investment Fund

Appointed the Chief Investment Officer of this student investment club in my third year of university. Responsible for managing a UK equity portfolio and a team of 70 student analysts.

Sep 2020 - Sep 2021

Analyst

Lincoln Student Managed Investment Fund

Lincoln, United Kingdom

Analysis of FTSE100 and FTSE250 companies, producing equity research reports for the student investment club.

Oct 2018 - Jun 2019
Team & coworkers

Colleagues at RBC Brewin Dolphin

Other employees you can reach at brewin.co.uk. View company contacts for 2004 employees →

BJ Birch Jini Birch Jini Colleague at Rbc Brewin Dolphin Manchester Area, United Kingdom, United Kingdom View → KH Katie Hetherington Katie Hetherington Colleague at Rbc Brewin Dolphin London, England, United Kingdom, United Kingdom View → CH Christopher Hynes Fcsi Christopher Hynes Fcsi Colleague at Rbc Brewin Dolphin Leeds, England, United Kingdom, United Kingdom View → RM Ross Macnish Ross Macnish Colleague at Rbc Brewin Dolphin Edinburgh, Scotland, United Kingdom, United Kingdom View → KT Karen Tilling Karen Tilling Colleague at Rbc Brewin Dolphin Hadfield, England, United Kingdom, United Kingdom View → KJ Kevin Jennings Kevin Jennings Colleague at Rbc Brewin Dolphin Great Braxted, England, United Kingdom, United Kingdom View → CG Carmen Gabriel Carmen Gabriel Colleague at Rbc Brewin Dolphin Newcastle Upon Tyne, England, United Kingdom, United Kingdom View → LV Lisa Van Gorph Lisa Van Gorph Colleague at Rbc Brewin Dolphin Bath, England, United Kingdom, United Kingdom View → KL Kimberley Lloyd, Dippfs Kimberley Lloyd, Dippfs Colleague at Rbc Brewin Dolphin Cheltenham, England, United Kingdom, United Kingdom View → HV Henry Vanderhoest Henry Vanderhoest Colleague at Rbc Brewin Dolphin Greater Bristol Area, United Kingdom, United Kingdom View →
3 education records

Nathan Smith education

Msc, Corporate And International Finance, Distinction

Durham University

Activities and Societies: Durham University Investment Club

Bsc, Banking And Finance, First Class Honours

University Of Lincoln

Activities and Societies: Lincoln Student Managed Investment Club

FAQ

Frequently asked questions about Nathan Smith

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

What company does Nathan Smith work for?

Nathan Smith works for RBC Brewin Dolphin.

What is Nathan Smith's role at RBC Brewin Dolphin?

Nathan Smith is listed as Wealth Paraplanner at RBC Brewin Dolphin.

Where is Nathan Smith based?

Nathan Smith is based in Poole, England, United Kingdom while working with RBC Brewin Dolphin.

What companies has Nathan Smith worked for?

Nathan Smith has worked for Rbc Brewin Dolphin, Forvis Mazars In The Uk, and Lincoln Student Managed Investment Fund.

Who are Nathan Smith's colleagues at RBC Brewin Dolphin?

Nathan Smith's colleagues at RBC Brewin Dolphin include Birch Jini, Katie Hetherington, Christopher Hynes Fcsi, Ross Macnish, and Karen Tilling.

How can I contact Nathan Smith?

You can use AeroLeads to view verified contact signals for Nathan Smith at RBC Brewin Dolphin, including work email, phone, and LinkedIn data when available.

What schools did Nathan Smith attend?

Nathan Smith holds Msc, Corporate And International Finance, Distinction from Durham University.

What skills is Nathan Smith known for?

Nathan Smith is listed with skills including Finance, Boxing, Creative Writing, Investment Banking, Accounting, Programming, English, and German.

Find 750M verified contacts

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

People with similar names

Check these profiles if this is not the Nathan Smith you were looking for.

Nathan Smith
Nathan Smith
Head Of Training, Global Operations
Greater Bournemouth Area
Nathan Smith
Nathan Smith
Senior Product Owner For Platform At Ice
Crowborough
1 email domain
Nathan Smith
Nathan Smith
Senior Php/Laravel Developer | Aws Certified
Burton Upon Trent
Nathan Smith
Nathan Smith
Specialist– Resourcing Experience At Virgin Atlantic
Eastbourne
1 email domain
View similar profiles