Ellis Smith Email
Chartered Financial Planner @ KLO Financial Services
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Ellis Smith Location
- Derby, GB
Ellis Smith Work
- Chartered Financial Planner @ (February 2017 - Present)
- Wealth Planner @ (October 1986 - December 2016)
- IFA @ (September 2005 - June 2013)
- Senior Financial Planning Manager @ (August 1992 - September 2005)
Ellis Smith Education
- Derby
Ellis Smith Skills
- Retirement Planning
- Manufacturing
- Inheritance Tax Planning
- Retail Banking
- Income Protection
- Private Banking
- Financial Planning
- Strategic Planning
- Financial Advisory
- Finance
- Pensions
- Relationship Management
- Strategic Financial Planning
- Microsoft Excel
- Banking
- Wealth
- Risk Management
- Financial Services
- Investments
- Wealth Management
- Portfolio Management
- Business Analysis
- Wealth Management Services
Ellis Smith Summary
- Ellis Smith, based in Derby, GB, is currently a Chartered Financial Planner at KLO FINANCIAL SERVICES LTD. Ellis Smith brings experience from previous roles at Lloyds Banking Group and Lloyds TSB. Ellis Smith holds a Derby. With a robust skill set that includes Retirement Planning, Manufacturing, Inheritance Tax Planning, Retail Banking, Income Protection and more. Ellis Smith has 1 emails on RocketReach.
Looking for a different Ellis Smith?
Find contact details for 700 million professionals.
Others Named Ellis Smith
Ellis Smith
Group President
Chattanooga, TN, US
Ellis Smith
Founder
Denver, CO, US
Ellis Smith
Chairman and CEO
California, United States
Richard Ellis-Smith
Senior Vice President
Calgary, AB, CA
Stephanie Ellis-Smith
Founder and CEO
Seattle, WA, US
Helen Ellis-Smith
Family Office Manager
London, GB
Ellis Smith
Head of Monitoring
United Kingdom
Ellis Smith
Associate Influencer Manager
London, GB
Top KLO Financial Services Employees
Ellis Smith
Chartered Financial Planner
Derby, GB
Massimo Vanni
Investment Analyst
England, United Kingdom
Dan Styles
Chartered Financial Planner
Warwick, GB
John Glavey
Company Director
Coventry, England, GB
Jenny Byrd
Client Manager
Coventry, England, GB
David Jones
Financial Planner
England, United Kingdom
Matt Booton
Independent Financial Planner
England, United Kingdom
Terry Michael
Chartered Financial Advisor and Director
England, United Kingdom
Jo Barrett
Operations Manager
Warwick, GB
Alison Ray
Client Manager
United Kingdom
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co