David Smith Email & Phone Number
Managing Partner @ Evelyn Partners
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David Smith Location
- Newcastle upon Tyne, GB
David Smith Work
- 2019 - now Managing Partner @
- 1997 - 2019 Partner, Financial Planning @
- 1997 - 2010 Consultant @ HWFS Ltd
- 1994 - 1997 IFA @
- 1988 - 1994 Broker @ Barclays Insurance Company Ltd (BISCO)
David Smith Education
- Kingston University - Business School
Masters (Law)
- University of West London
(Human Resource Management)
- Kingston University
Masters (Law)
David Smith Skills
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Inheritance Tax Planning
- Pensions
- High Net Worth Individuals
- Financial Planners
- Financial Services
- Personal Finance
- Personal Financial Planning
- Certified Financial Planner
- Tax
- Investment Advisory
- Financial Advisory
- Wealth
- Bonds
- Asset Allocation
- Investment Management
- Investments
- Mutual Funds
- Financial Planning
- Tax Efficiency
- Finance
- Planning
- Customer Service
- Project Management
- Investment Properties
- Sales Management
- Sales
- Spokesperson
- HR Consulting
- Employee Engagement
- HR Transformation
- Executive Coaching
- Business Transformation
- Change Management
- Strategy
- Coaching
- HR Strategy
- Human Resources
- Performance Management
- Talent Management
- Management
- Personnel Management
- Succession Planning
- Stakeholder Management
David Smith Summary
- David Smith, based in Newcastle upon Tyne, GB, is currently a Managing Partner at Evelyn Partners. David Smith brings experience from previous roles at Tilney Group & Bestinvest, HWFS Ltd, Bradford & Bingley and Barclays Insurance Company Ltd (BISCO). David Smith holds a Masters in Law @ Kingston University - Business School. With a robust skill set that includes Retirement Planning, Wealth Management, Strategic Financial Planning, Inheritance Tax Planning, Pensions and more. David Smith has 1 emails on RocketReach.
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Top Evelyn Partners Employees
Susan Miller-Jones
Chief People Officer
London, GB
David Smith
Managing Partner
Newcastle upon Tyne, GB
Maurice Keane
Chief Commerical Officer
London, England, GB
Ann-Marie Fpfs
Managing Partner
Chipping, GB
Fergus Caheny
Managing Partner
London, GB
Jason Hollands
Managing Director, Head of Corporate Affairs
London, England, GB
Bahador Mahvelati
Chief Operating Officer
London, GB
Adam Osper
Managing Partner, Financial Planning
United Kingdom
Lisa Henderson
Managing Partner
England, United Kingdom
Richard Mikdadi
Managing Partner
Bristol, England, GB
Niraj Vyas
Managing Partner - Midlands and South Wales
United Kingdom
James Springham
Managing Partner
United Kingdom
Katarina Alderson
Chief Information Officer
London, GB
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