Paul Smith Chartered FCSI is an experienced Investment Manager who has worked at various financial institutions such as Rowan Dartington, WH Ireland, Barclays Wealth and Investment Management, Charles Stanley, and Gerrard Investment Management. With a background in Economics and multiple certifications from The Chartered Institute for Securities & Investment, Paul has a strong foundation in wealth management. Paul has a track record of helping clients achieve their financial goals through a range of services like portfolio management, advisory sales, and credit offerings. Paul also has experience in establishing and operating office partnerships to provide comprehensive wealth management solutions to clients.
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