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Nathan Smith Email & Phone Number
Wealth Paraplanner
at
RBC Brewin Dolphin
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Paraplanner
Location
Poole, England, United Kingdom
Company size
Who is Nathan Smith? Overview
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Quick answer
Nathan Smith is listed as Wealth Paraplanner at RBC Brewin Dolphin, a 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
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RBC Brewin Dolphin
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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
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Rbc Brewin Dolphin
5 roles
Nathan Smith work experience
A career timeline built from the work history available for this profile.
Associate Financial Planner
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.
Chief Investment Officer
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
Senior Analyst
Jun 2019 - Sep 2020
Analyst
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 →
SC
Stephen Carpenter
Colleague at Rbc Brewin DolphinMarlborough, England, United Kingdom
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YT
Yawittha Thongsoi
Colleague at Rbc Brewin DolphinNewcastle Upon Tyne, England, United Kingdom
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RM
Richard Matthews
Colleague at Rbc Brewin DolphinEdinburgh, Scotland, United Kingdom
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EG
Eleanor Graff-Lorimer
Colleague at Rbc Brewin DolphinUnited Kingdom
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AA
Adrees Afzal
Colleague at Rbc Brewin DolphinUnited Arab Emirates
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CF
Christian Fortune
Colleague at Rbc Brewin DolphinGreater London, England, United Kingdom
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JA
Jane Adams
Colleague at Rbc Brewin DolphinSittingbourne, England, United Kingdom
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TR
Teuvo Raivio
Colleague at Rbc Brewin DolphinFinland
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AM
Alex Mcleod
Colleague at Rbc Brewin DolphinLondon, England, United Kingdom
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SB
Steve Beattie
Colleague at Rbc Brewin DolphinSouth Tyneside, England, United Kingdom
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Stephen Carpenter
Colleague at Rbc Brewin DolphinMarlborough, England, United Kingdom
View →
YT
Yawittha Thongsoi
Colleague at Rbc Brewin DolphinNewcastle Upon Tyne, England, United Kingdom
View →
RM
Richard Matthews
Colleague at Rbc Brewin DolphinEdinburgh, Scotland, United Kingdom
View →
EG
Eleanor Graff-Lorimer
Colleague at Rbc Brewin DolphinUnited Kingdom
View →
AA
Adrees Afzal
Colleague at Rbc Brewin DolphinUnited Arab Emirates
View →
CF
Christian Fortune
Colleague at Rbc Brewin DolphinGreater London, England, United Kingdom
View →
JA
Jane Adams
Colleague at Rbc Brewin DolphinSittingbourne, England, United Kingdom
View →
TR
Teuvo Raivio
Colleague at Rbc Brewin DolphinFinland
View →
AM
Alex Mcleod
Colleague at Rbc Brewin DolphinLondon, England, United Kingdom
View →
SB
Steve Beattie
Colleague at Rbc Brewin DolphinSouth Tyneside, England, United Kingdom
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3 education records
Nathan Smith education
Msc, Corporate And International Finance, Distinction
Bsc, Banking And Finance, First Class Honours
Diploma In Regulated Financial Planning
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 Stephen Carpenter, Yawittha Thongsoi, Richard Matthews, Eleanor Graff-Lorimer, and Adrees Afzal.
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.
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