Paul Smith

Paul Smith Email and Phone Number

Director @ Sutton in Ashfield, Nottinghamshire, United Kingdom
Sutton in Ashfield, Nottinghamshire, United Kingdom
Paul Smith's Location
Sutton In Ashfield, England, United Kingdom, United Kingdom
About Paul Smith

A dedicated Financial Adviser who takes a pride in building long lasting client/adviser relationships. I have 34 years experience in the banking and financial services industry. Well respected by both colleagues and clients, with a wealth of knowledge and able to practically apply this knowledge to assist clients in Holistic Financial Planning.I thoroughly enjoy meeting people from varied backgrounds and have had the pleasure of assisting clients in meeting their goals and aspirations over the years through structured financial planning.As a Partner Practice of St. James's Place Wealth Management I provide a wide range of financial services support to Private clients, Businesses and the key individuals within these organisations.The emphasis within my Practice is on maintaining a long term relationship with all clients and their families, providing them with a source of trusted advice as their financial needs evolve over time.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP approved 18/10/2024

Paul Smith's Current Company Details
Paul Smith Wealth Management Ltd, Partner Practice of St. James's Place Wealth M

Paul Smith Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth M

Director
Sutton in Ashfield, Nottinghamshire, United Kingdom
Paul Smith Work Experience Details
  • Paul Smith Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth M
    Director
    Paul Smith Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth M
    Sutton In Ashfield, Nottinghamshire, United Kingdom
  • Paul Smith Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management
    Director
    Paul Smith Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management Dec 2012 - Present
    Nottinghamshire, England, United Kingdom
    Planning for a secure future, be it for yourself, your family, or yourbusiness, is one of the most important steps you will ever take.As Director of Paul Smith Wealth Management Ltd, Partner Practice ofSt. James’s Place Wealth Management, I can provide you with an expertpersonal wealth management service, designed to meet your short andlong term objectives. I am committed to giving a bespoke personal service,tailored to your specific needs. My experience has shown that everysingle one of my clients has their own personal concerns, responsibilities,and ambitions.I can help you reach your personal financial goals by offering you theappropriate expert advice and guidance now, and ensuring that anyplans put in place remain effective in the future, no matter how yourcircumstances change.
  • Natwest Private Banking & Advice
    Senior Private Investment Manager
    Natwest Private Banking & Advice Sep 2010 - Nov 2012
    East Midlands
    Proactively Manage a portfolio of 400 HNW client relationships with total funds under management of more than £50 million. Conducting holistic financial reviews and providing bespoke wealth management and estate planning solutions within the Derbyshire area.
  • Natwest Private Banking
    Senior Private Banking Manager
    Natwest Private Banking 1998 - 2010
    Relationship management of circa 400 HNW clients. Assisting with all Banking needs including complicated lending propositions and mortgage deals in addition to providing investment and estate planning advice.
  • Nottinghamshire Police
    Special Constable
    Nottinghamshire Police Apr 1996 - May 2001
    Nottingham, United Kingdom
    Law Enforcement - liaising with the public to reduce crime and apprehend offenders.
  • Natwest Bank
    Managers Clerk
    Natwest Bank Aug 1996 - 1998
    Nottingham/Derby Personal Banking
    Assisting Senior Personal Banker
  • Natwest Mortgage Services
    Business Development Consultant
    Natwest Mortgage Services Aug 1995 - Aug 1996
    Educate front office staff to identify people NatWest Mortgages Services can assist. Managing the Area Mortgage target and undertaking activities to increase productivity in the Nottinghamshire area.
  • Natwest
    Clerical Officer
    Natwest Sep 1987 - Apr 1994
    All banking clerical jobs including foreign officer, Managers Clerk, Chief cashier, Senior Machine Room officer, Records and Standing orders.

Paul Smith Skills

Wealth Management Financial Services Investments Relationship Management Strategic Financial Planning Portfolio Management Banking Private Banking Wealth Financial Advisory Wealth Management Services High Net Worth Individuals Finance Retail Banking Pensions Income Protection Inheritance Tax Planning Estate Planning Mortgage Lending Customer Service Funding Investment Advisory Loans Investment Management Management Risk Management Retirement Planning Financial Risk Retirement Asset Management Negotiation Holistic Financial Planning Investment Strategies Residential Mortgages Business Development Critical Illness Protection Financial Analysis Sipp Savings Project Management Financial Modeling Structured Products Bespoke Financial Advice Qcf4 Qualified Business Relationship Management

Paul Smith Education Details

  • Cii Self Study
    Cii Self Study
    Financial Planning And Services
  • Rufford Comprehensive School
    Rufford Comprehensive School

Frequently Asked Questions about Paul Smith

What company does Paul Smith work for?

Paul Smith works for Paul Smith Wealth Management Ltd, Partner Practice Of St. James's Place Wealth M

What is Paul Smith's role at the current company?

Paul Smith's current role is Director.

What schools did Paul Smith attend?

Paul Smith attended Cii Self Study, Rufford Comprehensive School.

What are some of Paul Smith's interests?

Paul Smith has interest in Poverty Alleviation, Children, Education.

What skills is Paul Smith known for?

Paul Smith has skills like Wealth Management, Financial Services, Investments, Relationship Management, Strategic Financial Planning, Portfolio Management, Banking, Private Banking, Wealth, Financial Advisory, Wealth Management Services, High Net Worth Individuals.

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