Lee Smythe Cfptm

Managing Director - Wealth Planning @Kingswood Group

Faversham, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2021 — Present

Managing Director - Wealth Planning @Kingswood Group

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Faversham, GB

EDUCATION

2017 — 2018

The Manchester Metropolitan University

Master's degree, Financial Planning & Business Management

SKILLS

RetirementFinancial PlanningInvestmentsInvestment AdvisoryPensionsInheritance Tax PlanningHigh Net Worth IndividualsFinancial AdvisoryPersonal FinanceAsset ManagementIndependent Financial AdviceAsset AllocationTaxWealth ManagementWealth Management ServicesPortfolio ManagementPersonal Financial PlanningRetirement PlanningInvestment ManagementWealthInvestment StrategiesIncome Protection

ABOUT LEE SMYTHE CFPTM

Chartered Financial Planner, Certified Financial Planner and Chartered Wealth Manager…

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