Pierre Smith Email & Phone Number

Lodge Park Business Centre, Lodge Lane, Langham, Colchester, Co4 5Ne

LEXDEN WEALTH MANAGEMENT LTD'SUSTAINABLY ACCUMULATING & PRESERVING YOUR WEALTH' Lexden Wealth Management offers financial planning services to both individuals and businesses.We help guide clients through the challenges of accumulating and preserving wealth, whether it be for retirement, school fees for children or grandchildren, other specific goals or simply 'rainy day' money. Here we consider the impact of a range of personal and corporate taxation to ensure your financial affairs are running efficiently and appropriate to your objectives, 'appetite' for investment risk and of course to your own personal circumstances.We also aim to offer clients peace of mind through effective planning against loss of health, income and life and the effect this can have on family, friends, and business associates.

Ipswich, England, United Kingdom

Working as a financial planner for 17 years within a “Whole of Market” local financial advisory firm. During my time at Morgan Law (Financial Services) I built upon my client relationships and continued my studies to achieve the Chartered Insurance Institutes Diploma in Financial Planning.

Ipswich, England, United Kingdom

Working as a financial consultant for one of the UK's largest banks in a large branch and offering advice to their customers from a range of Scottish Widows products.

Earls Colne, England, United Kingdom

Running my own Tennis Coaching business at The Essex Golf and Country Club primarily for its adult and junior members. Affiliated with the LTA, at this indoor tennis centre, I taught players of all abilities including those at a semi-professional and county standard level.From the year 2000 onwards, whilst performing this role I used any spare time I had to complete my Chartered Insurance Institute (CII) Financial Planning Certificate (FPC) and Mortgage Advice (CeMap) Qualifications.

London, England, United Kingdom

Working with the Asset Management team in the analyst and client reporting department.

United Arab Emirates

Resident tennis professional at a large international hotel based in the UAE. Building and running a full tennis programme for the club with links to local international schools and the wider expat community.

Bachelor Of Science - Bsc Hons, Economics, 2:1 Second Class Upper

Education record