David Smith Email

Wealth Partner @ True Potential LLP

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David Smith Location

Market Rasen, GB

David Smith Work

2016 - now Wealth Partner @ True Potential LLP
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2016 - 2016 Financial Advisor @ Intrinsic Financial Services
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2015 - 2016 Consultant @ Admiral Wealth Management Limited

2013 - 2015 Private Client Manager (IFA) and Consultant @ PHCM
2010 - 2013 Premier and HNW Manager @ Barclays
2008 - 2010 Branch Manager @ Barclays
2007 - 2008 HNW Client RM and Corporate Employee Benefit RM @ HSBC
2001 - 2006 Regional Manager and Regional Training Manager and Branch Manager @ HSBC
1995 - 2001 Lending Manager @ HSBC
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1991 - 1995 Account Clerk @ NatWest
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David Smith Education

The Chartered Insurance Institute
Award in Long Term Care Insurance CF8
2015 - 2015
The Chartered Insurance Institute
Diploma Regulated Financial Planning - Level 4 - Cii (Financial Planning and Services)
2013 - 2015
The Chartered Insurance Institute
Certificate Life & Pensions
2013 - 2015

Education
9 GCSEs and 3 A levels (Business/Managerial Economics)
1980 - 1986

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David Smith Skills

Financial Advisory
Banking
Branch Management

Pensions
Branch Banking
Insurance
Retirement Planning
Wealth Management Services
Portfolio Management
Cross Selling

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David Smith Summary

David Smith, based in Market Rasen, GB, is currently a Wealth Partner at True Potential LLP. David Smith brings experience from previous roles at Intrinsic Financial Services, Admiral Wealth Management Limited, PHCM and Barclays. David Smith holds a 2015 - 2015 Award in Long Term Care Insurance CF8 @ The Chartered Insurance Institute. With a robust skill set that includes Financial Advisory, Banking, Branch Management, Pensions, Branch Banking and more. David Smith has 1 emails on RocketReach.

David Smith Emails

Found 1 emails

@tpllp.com

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