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
- 2017 -now Chartered Financial Planner @
- 1986 -2016 Wealth Planner @
- 2005 -2013 IFA @
- 1992 -2005 Senior Financial Planning Manager @
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
Director of Intergovernmental and External Affairs
Chattanooga, TN, US
Richard Ellis-Smith
Senior Vice President
Calgary, AB, CA
Helen Ellis-Smith
Family Office Manager
London, GB
Top KLO Financial Services Employees
Ellis Smith
Chartered Financial Planner
Derby, GB
Massimo Vanni
Investment Analyst
England, United Kingdom
Dan Styles
Director
Warwick, GB
David Jones
Financial Planner
England, United Kingdom
Matt Booton
Independent Financial Planner
England, United Kingdom
Jo Barrett
Operations Manager
Warwick, GB
Alison Ray
Client Manager
United Kingdom
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co