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Wealth Management, Planning Retirement Pensions and Financial Planning Consultants - Wealth Matters
Monday, January 05, 2009 Our People » Kevin Smith- Resume - Wealth Matters

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Ken

Kevin Smith

 

Personal Details


I was born in Hitchin and have spent the last 18 months living in Milton Keynes.


Qualifications


2001-2002 – Financial Planning Certificates 1, 2 & 3

Currently studying towards Advanced Financial Planning Certificate.


Previous Experience


Started work for National Mutual in the Personal Pension Department, straight from school, where I gained a good knowledge of pensions. I then moved on to a financial adviser and spent 18 months giving financial advice. I joined a multi-national bank and gained a wider knowledge of financial products before joining Wealth Matters in the my present role as a Para-Planner.


Interests


Reading and playing or watching football.

....because Wealth Matters


The Financial Services Authority does not regulate Will writing, school fees planning, taxation and trust advice, and some aspects of buy to let mortgages, overseas mortgages and commercial mortgages.

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Institute of Financial Planners The Chartered Insurance Institute The Personal Finance Society  Entier Associates

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