Marie Smith Email & Phone Number
Associate Partner @ Cooper Parry Wealth
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Marie Smith Location
- United Kingdom
Marie Smith Work
- 2023 - now Associate Partner @
- 2021 - 2023 Relationship Director @
- 2017 - 2021 Senior Relationship Manager @
- 2011 - 2017 Technical Manager @
- 2006 - 2011 Technical Paraplanner @
- 2005 - 2006 Client Manager @ Perredon Financial Solutions ltd
Marie Smith Education
- Chartered Insurance Institute
Cert PFS, Dip PFS, Advanced Papers - AF1, AF5, AF7, UP1
2014 - 2019 - University of Leicester
Law & Public Policy
2001 - 2003
Marie Smith Skills
- Investments
- Financial Services
- Wealth Management
- High Net Worth Individuals
- Cash Management
- Microsoft Word
- SIPP
- Financial Analysis
- Pension Funds
- Financial Advisory
- Financial Planning
- Income Protection
- Cashflow Analysis
- Strategic Planning
- Lifestyle Planning
- Tax
- Strategic Financial Planning
- Retirement Planning
- Finance
- Financial Planners
- Pensions
- Inheritance Tax Planning
- Paraplanning
- Term Life Insurance
Marie Smith Summary
- Marie Smith, based in United Kingdom, is currently a Associate Partner at Cooper Parry Wealth. Marie Smith brings experience from previous roles at Cooper Parry Wealth and Chesterton House Financial Planning. Marie Smith holds a 2014 - 2019 Cert PFS, Dip PFS, Advanced Papers - AF1, AF5, AF7, UP1 @ Chartered Insurance Institute. With a robust skill set that includes Investments, Financial Services, Wealth Management, High Net Worth Individuals, Cash Management and more. Marie Smith has 2 emails on RocketReach.
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Top Cooper Parry Wealth Employees
Codie Smith
Senior Relationship Manager
Nottingham, GB
Ben Waite
Partner
United Kingdom
Peter Brewill
Director
England, United Kingdom
Ewan Rosie
Chief Client Officer
England, United Kingdom
Andrew Sheena
Business Development Director
United Kingdom
Tracey Corbett
Head of Technology and Process
United Kingdom
Simon Williams
Relationship Director
Reading, GB
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