2011 - 2015 Managing Director, South and Wales @ Coutts
1990 - 2011 Head of Relationship Management @ HSBC
2009 - 2011 Chairperson @ British Bankers Association - Private Banking Advisory Panel
Paul Smith Education
LIBF
2025 - 2025
Chartered Institute for Securities and Investment
(Private Client Investment Advice and Management)
2009 - 2010
Institute of Financial Services
(Banking Diploma)
1981 - 1985
John Mason High School
1971 - 1977
Paul Smith Skills
Wealth Management
Analysis
Banking
Portfolio Management
Private Banking
Relationship Management
Credit
Operational Risk
Leadership
Financial Services
Paul Smith Summary
Paul Smith, based in Oxford, GB, is currently a Mortgage Broker and Later Life Lending Adviser at Bevis Marks Private Finance Ltd. Paul Smith brings experience from previous roles at Quiane Consulting LLP, Insolvency Practitioners Association (IPA), Collegiate AC and Coutts. Paul Smith holds a 2025 - 2025 LIBF. With a robust skill set that includes Wealth Management, Analysis, Banking, Portfolio Management, Private Banking and more. Paul Smith has 3 emails on RocketReach.
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