Paul Smith Email & Phone Number
Mortgage Broker and Later Life Lending Adviser @ Bevis Marks Private Finance Ltd
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Paul Smith Location
- Oxford, GB
Paul Smith Work
- 2026 -now Mortgage Broker and Later Life Lending Adviser @
- 2011 -now Founding Partner @
- 2021 -2024 Chief Executive Officer @
- 2016 -2020 Group Managing Director @
- 2011 -2015 Managing Director, South and Wales @
- 1990 -2011 Head of Relationship Management @
- 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
- Loans
- Financial Risk
- Management
- Investments
- Wealth Management Services
- Equities
- Asset Management
- Fixed Income
- Structured Products
- Business Relationship Management
- Risk Management
- Customer Service
- Finance
- Public Speaking
- Microsoft Office
- Research
- Business Strategy
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 and 1 mobile phone numbers on RocketReach.
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