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 Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth M
-
DirectorPaul Smith Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth MSutton In Ashfield, Nottinghamshire, United Kingdom
-
DirectorPaul Smith Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management Dec 2012 - PresentNottinghamshire, England, United KingdomPlanning 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 ManagerNatwest Private Banking & Advice Sep 2010 - Nov 2012East MidlandsProactively 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. -
Senior Private Banking ManagerNatwest Private Banking 1998 - 2010Relationship 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.
-
Special ConstableNottinghamshire Police Apr 1996 - May 2001Nottingham, United KingdomLaw Enforcement - liaising with the public to reduce crime and apprehend offenders. -
Managers ClerkNatwest Bank Aug 1996 - 1998Nottingham/Derby Personal BankingAssisting Senior Personal Banker
-
Business Development ConsultantNatwest Mortgage Services Aug 1995 - Aug 1996Educate 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.
-
Clerical OfficerNatwest Sep 1987 - Apr 1994All banking clerical jobs including foreign officer, Managers Clerk, Chief cashier, Senior Machine Room officer, Records and Standing orders.
Paul Smith Skills
Paul Smith Education Details
-
Cii Self StudyFinancial Planning And Services -
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.
Not the Paul Smith you were looking for?
-
-
Paul Smith
Verwood -
Paul Smith
Strategic Security Leader | Ciso | Cybersecurity Expert | Risk Management | Enterprise Security ArchitectureNottingham -
Paul Smith
United Kingdom -
Paul Smith
Wallingford7gmail.com, salesforce.com, facebook.com, icmtalent.com, odgers.com, servicenow.com, salesforce.com2 (800) 6XXXXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial