David Smith

Managing Partner @Evelyn Partners

Newcastle Upon Tyne, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2019 — Present

Managing Partner @Evelyn Partners

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SKILLS

Certified Financial PlannerWealthPensionsHigh Net Worth IndividualsFinanceRetirement PlanningStrategic Financial PlanningInvestment ManagementFinancial ServicesTax EfficiencyMutual FundsAsset AllocationFinancial AdvisoryInvestmentsPersonal Financial PlanningInheritance Tax PlanningFinancial PlannersWealth ManagementFinancial PlanningPersonal FinanceTaxInvestment AdvisoryBonds

ABOUT DAVID SMITH

I am Managing Partner (Dip CII, CFP, MCSI) of Evelyn Partners Newcastle and Leeds…

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David Smith — Managing Partner at Evelyn Partners in Newcastle Upon Tyne, GB | Unifers