Wioletta Smith
Financial Planner at Partridge Muir & Warren Ltd- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Esher, England, United Kingdom, GB
Languages
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English -
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Polish -
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Russian -
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Credentials
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AF7 Pensions transfers
Chartered Insurance InstituteJun, 2018- Nov, 2024 -
Certificate in Pension Transfer Advice
Chartered Insurance InstituteJun, 2018- Nov, 2024 -
Diploma in Regulated Financial Planning
Chartered Insurance InstituteOct, 2016- Nov, 2024 -
AF1 Personal Tax and Trust Planning
Chartered Insurance Institute -
Certifiacte in Mortgage Advice and Practice
Chartered Insurance Institute
Experience
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Partridge Muir & Warren Ltd
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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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Sep 2020 - Present
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Paraplanner
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Feb 2014 - Sep 2020
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Education
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2000 - 2005
Nicolaus Copernicus University
Master's degree, Business, Management, Marketing, and Related Support Services
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