Neal Smith

Financial Advisor @Nexus Ifa Limited

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

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WORK HISTORY

Jun 2024 — Present

Financial Advisor @Nexus Ifa Limited

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Bristol, GB

EDUCATION

1988 — 1992

The Open Business School

Professional Certificate in Management

1984 — 1986

Soundwell Technical College

A Levels (Business Studies, Law, Economics)

SKILLS

Investment ManagementWealth Management ServicesFixed AnnuitiesPersonal FinanceAccount ManagementChange ManagementHigh Net Worth IndividualsFinancial PlannersFinancial RegulationWealth AccumulationProtectionIncome ProtectionRelationship ManagementPensionsLife InsuranceFinanceFundingEstate PlanningCritical IllnessMortgage LendingInsuranceFinancial AdvisoryNew Business DevelopmentRetirement SavingsInvestment AdvisoryBusiness DevelopmentWealth ManagementBusiness Development ConsultancyPortfolio ManagementInvestment StrategiesAlternative InvestmentsManagementRetirementStrategic Financial PlanningInvestmentsLong-Term CarePersonal Financial PlanningAsset AllocationBankingMutual Funds

ABOUT NEAL SMITH

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Neal Smith — Financial Advisor at Nexus Ifa Limited in Bristol, GB | Unifers