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 1 emails on RocketReach.
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Top Cooper Parry Wealth Employees
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CEO
Nottingham, GB
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Derby, GB
Marie Smith
Associate Partner
United Kingdom
Victoria Waddell
Senior Paraplanner
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Codie Smith
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Nottingham, GB
Andrew Sheena
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United Kingdom
Sonal Dhillon
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London, GB
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Alex Needham
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Marc Patterson-Mik
Head of Platform Operations
United Kingdom
Charles O'Shea
Client Services Associate
Dronfield, GB
Katie Manser
Trainee Paraplanner
London, GB
Kimberley Malin
Paraplanner
Burton upon Trent, GB
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