Paul Smith Email
Independent Financial Advisor @ Prosperity Wealth
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Paul Smith Location
- England, United Kingdom
Paul Smith Work
- 2020 -now Independent Financial Advisor @
- 2014 -2020 Prudential Financial Planning Partner @ Prudential Financial Planning
- 2011 -2014 Senior Financial Consultant @
- 2003 -2011 Financial Planning Manager @
- 1994 -2003 Senior Sales Quality Auditor (Compliance) @ Barclays Life
- 1992 -1994 Financial Planning Manager @ Barclays Life
Paul Smith Education
- Rutgers University
Bachelors (Economics, Mathematics)
1985-1989
Paul Smith Skills
- Inheritance Tax Planning
- Strategic Financial Planning
- Pensions
- Income Protection
- Finance
- Wealth Management
- Wealth
- Retirement Planning
- Financial Advisory
- Critical Illness
- Investment Advisory
- Retirement
- Protection
- Investments
- Financial Services
- Investment Strategies
- Estate Planning
- High Net Worth Individuals
- Savings
- Portfolio Management
- Financial Planners
- Financial Planning
- Account Management
- Leadership
- Insurance
- Life Insurance
- Employee Benefits
- Process Improvement
- Sales
- Risk Management
- Selling
- Marketing Strategy
- Underwriting
- Management
- Disability Insurance
- Long Term Care
- Health Insurance
- Direct Marketing
- New Business Development
- Vendor Management
- Series 6
- Sales Management
- Marketing
- Team Building
- Strategic Planning
- Marketing Communications
- CRM
Paul Smith Summary
- Paul Smith, based in England, United Kingdom, is currently a Independent Financial Advisor at Prosperity Wealth. Paul Smith brings experience from previous roles at Prudential Financial Planning, Newell Palmer Financial Planning, Barclays Wealth and Barclays Life. Paul Smith holds a 1985 - 1989 Bachelors in Economics, Mathematics @ Rutgers University. With a robust skill set that includes Inheritance Tax Planning, Strategic Financial Planning, Pensions, Income Protection, Finance and more. Paul Smith has 2 emails on RocketReach.
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