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Steve Smart Location
United Kingdom
Steve Smart Work
FP Coaching Director @ (February 2026 - Present)
Client Development Director @ (August 2019 - August 2025)
Distribution Director @ (August 2018 - August 2025)
Head of Strategic Partnerships @ (June 2017 - August 2018)
Investment Manager @ Ingenious (January 2015 - June 2017)
Sales Development Consultant @ Old Mutual Wealth (July 2011 - June 2015)
Business Development @ (June 2010 - June 2011)
Sales Development Manager @ AXA Wealth (March 1999 - November 2009)
Steve Smart Skills
Estate Planning
Management
Personal Finance
Investments
Business Development
Consulting
Relationship Management
Sales Management
Business
Insurance
Strategy
Financial Services
Retirement Planning
Wealth Management
Steve Smart Summary
Steve Smart, based in United Kingdom, is currently a FP Coaching Director at Evelyn Partners. Steve Smart brings experience from previous roles at Rathbone Brothers Plc, Rowan Dartington Intermediaries and Ingenious. With a robust skill set that includes Estate Planning, Management, Personal Finance, Investments, Business Development and more. Steve Smart has 1 emails on RocketReach.
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