Director
Paul Smith Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth M
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Paul Smith Email & Phone Number
Director
at
Paul Smith Wealth Management Ltd, Partner Practice of St. James's Place Wealth M
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Current company
Paul Smith Wealth Management Ltd, Partner Practice of St. James's Place Wealth M
Role
Director
Location
Sutton in Ashfield, England, United Kingdom
Who is Paul Smith? Overview
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Quick answer
Paul Smith is listed as Director at Paul Smith Wealth Management Ltd, Partner Practice of St. James's Place Wealth M, based in Sutton in Ashfield, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Paul Smith.
Paul Smith previously worked as Director at Paul Smith Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management and Senior Private Investment Manager at Natwest Private Banking & Advice. Paul Smith holds Certificate/Diploma In Financial Planning, Financial Planning And Services from Cii Self Study.
Profile bio
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
Listed skills include Wealth Management, Financial Services, Investments, Relationship Management, and 42 others.
Current workplace
Paul Smith's current company
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Paul Smith Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth M
8 roles · 29 years
Paul Smith work experience
A career timeline built from the work history available for this profile.
Director
Paul Smith Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management
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.
Senior Private Investment Manager
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.
Sep 2010 - Nov 2012
Senior Private Banking Manager
Natwest Private Banking
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.
1998 - 2010
~12 yrs
Special Constable
Law Enforcement - liaising with the public to reduce crime and apprehend offenders.
Apr 1996 - May 2001
Managers Clerk
Natwest Bank
Assisting Senior Personal Banker
Aug 1996 - 1998
Business Development Consultant
Natwest Mortgage Services
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.
Aug 1995 - Aug 1996
Clerical Officer
Natwest
All banking clerical jobs including foreign officer, Managers Clerk, Chief cashier, Senior Machine Room officer, Records and Standing orders.
Sep 1987 - Apr 1994
2 education records
Paul Smith education
Certificate/Diploma In Financial Planning, Financial Planning And Services
Cii Self Study
Education record
Rufford Comprehensive School
FAQ
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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 Paul Smith Wealth Management Ltd, Partner Practice of St. James's Place Wealth M?
Paul Smith is listed as Director at Paul Smith Wealth Management Ltd, Partner Practice of St. James's Place Wealth M.
Where is Paul Smith based?
Paul Smith is based in Sutton in Ashfield, England, United Kingdom while working with Paul Smith Wealth Management Ltd, Partner Practice of St. James's Place Wealth M.
What companies has Paul Smith worked for?
Paul Smith has worked for 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 Management, Natwest Private Banking & Advice, Natwest Private Banking, and Nottinghamshire Police.
How can I contact Paul Smith?
You can use AeroLeads to view verified contact signals for Paul Smith at Paul Smith Wealth Management Ltd, Partner Practice of St. James's Place Wealth M, including work email, phone, and LinkedIn data when available.
What schools did Paul Smith attend?
Paul Smith holds Certificate/Diploma In Financial Planning, Financial Planning And Services from Cii Self Study.
What skills is Paul Smith known for?
Paul Smith is listed with skills including Wealth Management, Financial Services, Investments, Relationship Management, Strategic Financial Planning, Portfolio Management, Banking, and Private Banking.
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