Phil Smith Dippfs Cemap
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Phil Smith Dippfs Cemap Email & Phone Number

Associate Director, Coutts Bank. at Coutts
Location: Wirral, England, United Kingdom 8 work roles 1 school
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Current company
Coutts
Role
Associate Director, Coutts Bank.
Location
Wirral, England, United Kingdom
Company size
2259 employees

Who is Phil Smith Dippfs Cemap? Overview

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Quick answer

Phil Smith Dippfs Cemap is listed as Associate Director, Coutts Bank. at Coutts, a company with 2259 employees, based in Wirral, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Phil Smith Dippfs Cemap.

Phil Smith Dippfs Cemap previously worked as Associate Director at Coutts and Senior Wealth Analyst at Coutts. Phil Smith Dippfs Cemap holds Diploma In Financial Planning, Fpc 1, 2, 3. Cf2, Cf6, Cf8, J01,J02, R04, R08, from Chartered Insurance Institute.

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Email format at Coutts

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Coutts

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Profile bio

About Phil Smith Dippfs Cemap

QCF level 4 qualified Financial services professional. Providing financial advice to high net worth private clients. 12 years sales management, 5 years training and competence. 5 years review and remediation.Committed loyal hard worker having spent majority of working career within 2 companies. Ultra compliant and fast learner.

Current workplace

Phil Smith Dippfs Cemap's current company

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Coutts
Coutts
Associate Director, Coutts Bank.
london, london, united kingdom
Website
coutts.com
Employees
2259
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8 roles

Phil Smith Dippfs Cemap work experience

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

Associate Director

Current
Coutts

Subject Matter Expert, Regulated Wealth Advice.

Dec 2023 - Present

Senior Wealth Analyst

Coutts
Aug 2021 - Dec 2023

Wealth Analyst

Coutts

Telford, United Kingdom

Regulated Financial advice

Apr 2018 - Aug 2021

File Review Manager

Natwest

Nationwide

Review and make redress as needed, financial advice files from historical sales made within the group.

Dec 2013 - Apr 2018

Client Portfolio Planner

Natwest

Wolverhampton, United Kingdom

Provide written advice to NatWest Private clients

Nov 2012 - Nov 2013

Financial Planning Manager

Natwest

West Midlands

Provide Financial advice to retail customers of the bank.

Sep 2004 - Nov 2012

Field Induction Training And Support Manager

Barclays Premier Banking

Midlands And North

Training, coaching & Supervision of Premier Relationship Managers in the providing of regulated financial advice

Oct 2001 - Dec 2003

Sales Manager And Training Consultant

Britannic Assurance Public Limited Company

Midlands & Cheshire

Insurance Agent, Financial Advisor, Life Inspector, Assistant District Manager, Sales Manager, Training and Development Consultant

Apr 1985 - Aug 2001
Team & coworkers

Colleagues at Coutts

Other employees you can reach at coutts.com. View company contacts for 2259 employees →

NR Nicola Rogers Nicola Rogers Colleague at Coutts Greater Norwich Area, United Kingdom, United Kingdom View → RP Ruben Perez Ruben Perez Colleague at Coutts Greater London, England, United Kingdom, United Kingdom View → CC Ciara Coady Ciara Coady Colleague at Coutts London, England, United Kingdom, United Kingdom View → ZP Zoe Perryman Zoe Perryman Colleague at Coutts Basildon, England, United Kingdom, United Kingdom View → CC Cecilia Chu Cecilia Chu Colleague at Coutts Ireland, Ireland View → JL Jordan Lee Jordan Lee Colleague at Coutts Bristol, England, United Kingdom, United Kingdom View → CC Chloe Crofton-Sleigh Chloe Crofton-Sleigh Colleague at Coutts United Kingdom, United Kingdom View → SB Shai Bibi Shai Bibi Colleague at Coutts Greater Bristol Area, United Kingdom, United Kingdom View → KT Kit Timmis Kit Timmis Colleague at Coutts Bristol, England, United Kingdom, United Kingdom View → AC Ascon Chantal Ascon Chantal Colleague at Coutts Geneva, Geneva, Switzerland, Switzerland View →
1 education record

Phil Smith Dippfs Cemap education

  • Chartered Insurance Institute
    Chartered Insurance Institute
    Fpc 1, 2, 3. Cf2, Cf6, Cf8, J01,J02, R04, R08,
FAQ

Frequently asked questions about Phil Smith Dippfs Cemap

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

What company does Phil Smith Dippfs Cemap work for?

Phil Smith Dippfs Cemap works for Coutts.

What is Phil Smith Dippfs Cemap's role at Coutts?

Phil Smith Dippfs Cemap is listed as Associate Director, Coutts Bank. at Coutts.

Where is Phil Smith Dippfs Cemap based?

Phil Smith Dippfs Cemap is based in Wirral, England, United Kingdom while working with Coutts.

What companies has Phil Smith Dippfs Cemap worked for?

Phil Smith Dippfs Cemap has worked for Coutts, Natwest, Barclays Premier Banking, and Britannic Assurance Public Limited Company.

Who are Phil Smith Dippfs Cemap's colleagues at Coutts?

Phil Smith Dippfs Cemap's colleagues at Coutts include Nicola Rogers, Ruben Perez, Ciara Coady, Zoe Perryman, and Cecilia Chu.

How can I contact Phil Smith Dippfs Cemap?

You can use AeroLeads to view verified contact signals for Phil Smith Dippfs Cemap at Coutts, including work email, phone, and LinkedIn data when available.

What schools did Phil Smith Dippfs Cemap attend?

Phil Smith Dippfs Cemap holds Diploma In Financial Planning, Fpc 1, 2, 3. Cf2, Cf6, Cf8, J01,J02, R04, R08, from Chartered Insurance Institute.

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