David Smith DipPFS
Financial Planner at CST Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
United Kingdom, UK
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Credentials
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Diploma in Regulated Financial Planning
Chartered Insurance InstituteNov, 2021- Oct, 2024
Experience
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CST Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Financial Planner
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Jul 2023 - Present
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Penguin Wealth
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United Kingdom
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Financial Services
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1 - 100 Employee
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Independent Financial Adviser
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Apr 2022 - Jul 2023
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Paraplanner
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Jul 2017 - Apr 2022
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Technical Assistant
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Dec 2014 - Jul 2017
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Novus - The Young Professionals of the Cardiff Chartered Insurance Institute
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United Kingdom
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Insurance
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Council Member
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Nov 2018 - Mar 2023
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President
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Apr 2021 - Mar 2022
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Barclays
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India
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Outsourcing/Offshoring
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1 - 100 Employee
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Customer Advisor & Digital Banking Specialist
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Jan 2011 - Aug 2014
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Education
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University of South Wales
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Queen Elizabeth High School
High School
Community
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