Steve Fcsi Email & Phone Number
Chief Executive, Chartered Fellow and Certified Financial Planner (CFP) @ Smart Financial
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Steve Fcsi Location
- Manchester, GB
Steve Fcsi Work
- 2008 -now Chief Executive, Chartered Fellow and Certified Financial Planner (CFP) @
- 2016 -now Director @
- 2016 -now Chief Executive Officer @
- 2012 -now Director @ Change the Future Program
- 2012 -now Managing Director @ Smart SSAS
- 2014 -2016 Chief Executive Officer @
- 2014 -2016 Chairman @
- 2010 -2014 Branch Chair - Manchester and North West @ Institute of Financial Planning
- 2008 -2008 Partner and Certified Financial Planner (CFP) and Independent Financial Adviser (IFA) @ Christian Douglass Wealth Management
- 2005 -2008 Partner and Certified Financial Planner (CFP) and Independent Financial Adviser (IFA) @ Christian Douglass Financial Planning
- 2004 -2005 Development Manager and Certified Financial Planner (CFP) and Independent Financial Adviser (IFA) @ Multiplex Wealth Managament
- 2003 -2004 Managing Director and Independent Financial Adviser (IFA) @ Bollinton Financial Services
- 2001 -2003 Financial Planner and Independent Financial Adviser (IFA) @ Haines Watts Financial Services
Steve Fcsi Education
- The University of Glasgow
(Medicine)
1993-1998 - Belmont Academy
School! (School!!)
1987-1992
Steve Fcsi Skills
- Estate Planning
- Financial Advisory
- Banking
- Financial Planners
- Estate Tax Planning
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Tax
- Investments
- Finance
- Asset Allocation
- Financial Services
- Wealth Management
- High Net Worth Individuals
- Risk Management
- Asset Management
- Financial Analysis
- Wealth
- Succession Planning
- Retirement
Steve Fcsi Summary
- Steve Fcsi, based in Manchester, GB, is currently a Chief Executive, Chartered Fellow and Certified Financial Planner (CFP) at Smart Financial. Steve Fcsi brings experience from previous roles at The Financial Planning Training Academy, Change the Future Program and Smart SSAS. Steve Fcsi holds a 1993 - 1998 The University of Glasgow. With a robust skill set that includes Estate Planning, Financial Advisory, Banking, Financial Planners, Estate Tax Planning and more. Steve Fcsi has 4 emails and 4 mobile phone numbers on RocketReach.
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