Paul Smith

Director in England, United Kingdom

Paul Smith

Director in England, United Kingdom

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A dedicated Financial Adviser who takes a pride in building long lasting client/adviser relationships. I have 25 years experience in the banking and financial services industry. Well respected by both colleagues and clients, with a wealth of knowledge and able to practically apply this knowledge to assist clients in Holistic Financial Planning.

I thoroughly enjoy meeting people from varied backgrounds and have had the pleasure of assisting clients in meeting their goals and aspirations over the years through structured financial planning.

As a Partner of St. James's Place Wealth Management I provide a wide range of financial services support to Private clients, Businesses and the key individuals within these organisations.

The emphasis within my Practice is on maintaining a long term relationship with all clients, providing them with a source of trusted advice as their financial needs evolve over time.

Clients over the years have told me that the personal approach to the advice I give is the reason they recommend me to their friends and family. If you would like to discuss becoming a client of my practice, please contact me directly using teh links on this page.

  • Work
    • Paul Smith Wealth Management Ltd
  • Education
    • Rufford School,
    • Chartered Insurance Institute