Nick Smith
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Nick Smith Email & Phone Number

Financial Services Consultant at Wesleyan at Wesleyan
Location: Greater Cardiff Area, United Kingdom, United Kingdom 6 work roles 4 schools
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Current company
Role
Financial Services Consultant at Wesleyan
Location
Greater Cardiff Area, United Kingdom, United Kingdom
Company size

Who is Nick Smith? Overview

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Quick answer

Nick Smith is listed as Financial Services Consultant at Wesleyan at Wesleyan, a company with 1200 employees, based in Greater Cardiff Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Nick Smith.

Nick Smith previously worked as Financial Services Consultant at Wesleyan and Financial Planner at Tilney Group. Nick Smith holds 7 O'Levels And Hawthorn Certificate. from Hawthorn Comprehensive.

Company email context

Email format at Wesleyan

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Wesleyan

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Profile bio

About Nick Smith

Nick Smith is a Financial Services Consultant at Wesleyan at Wesleyan. He possess expertise in financial services, wealth, finance, pensions, wealth management and 18 more skills. Colleagues describe him as "Throughout my time working with Nick, he has always demonstrated himself to be a professional and knowledgeable individual, who provided me with a great deal of guidance and support throughout my progression as an adviser within HSBC. I would gladly recommend Nick to anyone, safe in the knowledge they would receive sound, holistic financial planning advice."

Listed skills include Financial Services, Wealth, Finance, Pensions, and 19 others.

Current workplace

Nick Smith's current company

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Wesleyan
Wesleyan
Financial Services Consultant at Wesleyan
sandwell, sandwell, united kingdom
Website
Employees
1200
AeroLeads page
6 roles

Nick Smith work experience

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

Financial Services Consultant

Current

Providing specialist, tailored, holistic, advice to clients within the Dental sector.

Nov 2018 - Present

Financial Planner

Cardiff, United Kingdom

Adviser to High Net Worth clients.

Oct 2012 - Nov 2018

Premier Ifa

IFA to High Net Worth clients.

Oct 2008 - Sep 2012

Financial Adviser

Kudos Qualifier

Financial Adviser.

Oct 2006 - Sep 2008

Financial Adviser

Academy Qualifier

Financial Adviser.

Oct 1998 - Sep 2006

Bank Official And Mortgage Adviser

General Banking, Business Banking and Mortgages.

Oct 1985 - Sep 1998
Team & coworkers

Colleagues at Wesleyan

Other employees you can reach at wesleyan.co.uk. View company contacts for 1200 employees →

4 education records

Nick Smith education

7 O'Levels And Hawthorn Certificate.

Hawthorn Comprehensive

Btec National, Business Studies.

Pontypridd Technical College

Diploma In Financial Services.

Cii

Most recently passed CF8 (long term care), R04 (pensions) and AF5 (advanced financial planning process). Currently have 225 CII credits..

Education record

Ifp

Certificate in paraplanning.

FAQ

Frequently asked questions about Nick Smith

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

What company does Nick Smith work for?

Nick Smith works for Wesleyan.

What is Nick Smith's role at Wesleyan?

Nick Smith is listed as Financial Services Consultant at Wesleyan at Wesleyan.

Where is Nick Smith based?

Nick Smith is based in Greater Cardiff Area, United Kingdom, United Kingdom while working with Wesleyan.

What companies has Nick Smith worked for?

Nick Smith has worked for Wesleyan, Tilney Group, Hsbc, Halifax, and Lloyds.

Who are Nick Smith's colleagues at Wesleyan?

Nick Smith's colleagues at Wesleyan include Mark Menton, Kairit Tamsalu, Earl Faulkner Dipfa, James A S King, and Jacqueline Williams.

How can I contact Nick Smith?

You can use AeroLeads to view verified contact signals for Nick Smith at Wesleyan, including work email, phone, and LinkedIn data when available.

What schools did Nick Smith attend?

Nick Smith holds 7 O'Levels And Hawthorn Certificate. from Hawthorn Comprehensive.

What skills is Nick Smith known for?

Nick Smith is listed with skills including Financial Services, Wealth, Finance, Pensions, Wealth Management, High Net Worth Individuals, Income Protection, and Asset Allocation.

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