Megan Smith Email
Chartered Financial Planner @ FLM
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Megan Smith Work
- Chartered Financial Planner @ (November 2007 - Present)
- Private Banker @ (October 2006 - October 2007)
- Private Banker @ (October 2001 - April 2006)
Megan Smith Education
- University College London, U. of London
BA (Hons) Modern European Studies/Italian
1997-2001 - Università di Bologna
Erasmus
1999-2000
Megan Smith Skills
- Estate Planning
- High Net Worth
- Banking
- Holistic Financial
- Pensions
- Bonds
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Tax
- Portfolio Management
- Investments
- Financial Risk
- Finance
- Investment Advisory
- Financial Services
- Wealth Management
- Strategic Financial Planning
- High Net Worth Individuals
- Microsoft Office
- Investment Strategies
- Risk Management
- Asset Management
- Microsoft Excel
- Holistic Financial Planning
- Wealth
- Private Equity
- Management
- Strategic Financial
- Private Banking
- Inheritance Tax Planning
Megan Smith Summary
- Megan Smith, is currently a Chartered Financial Planner at FLM. Megan Smith brings experience from previous roles at Barclays Wealth and Coutts. Megan Smith holds a 1997 - 2001 BA (Hons) Modern European Studies/Italian @ University College London, U. of London. With a robust skill set that includes Estate Planning, High Net Worth, Banking, Holistic Financial, Pensions and more. Megan Smith has 1 emails on RocketReach.
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