Paul Smith

Mortgage Broker and Later Life Lending Adviser @Bevis Marks Private Finance Ltd

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

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WORK HISTORY

Jan 2026 — Present

Mortgage Broker and Later Life Lending Adviser @Bevis Marks Private Finance Ltd

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EDUCATION

1981 — 1985

Institute of Financial Services

Banking Diploma

N/A

LIBF

Certificate in Regulated Equity Release (CeRER), Equity Release and Later Life Lending Advice

2009 — 2010

Chartered Institute for Securities and Investment

Private Client Investment Advice and Management

SKILLS

EquitiesManagementRelationship ManagementBusiness Relationship ManagementCreditInvestmentsPrivate BankingOperational RiskFinancial ServicesAnalysisLeadershipFixed IncomeStructured ProductsFinancial RiskAsset ManagementPortfolio ManagementLoansWealth Management ServicesBankingWealth Management

ABOUT PAUL SMITH

Resourceful, experienced, and pragmatic business leader operating to Board level in leading Financial Services institutions, with advanced credit, risk, and management skills. Commercially oriented with strong track record of delivering results, harnessing the skills of high performing teams, whilst maintaining a clear focus on risk mitigation, customer experience and regulatory compliance.

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Paul Smith — Mortgage Broker and Later Life Lending Adviser at Bevis Marks Private Finance Ltd in Oxford, GB | Unifers