Sam Smith
Financial Planning Consultant @Quilter
Worcester, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2023 — Present
Financial Planning Consultant @Quilter
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EDUCATION
N/A
Chartered Insurance Institute
Discretionary Investment Management
2025 — 2025
Chartered Insurance Institute
AF4 - Investment Planning
N/A
Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning
2024 — 2024
Chartered Insurance Institute
AF1 - Personal Tax & Trust Planning
N/A
Chartered Insurance Institute
Trusts
N/A
Chartered Insurance Institute
CII Level 3 Certificate in Mortgage Advice
2015 — 2015
Chartered Insurance Institute
Foundation in Life and Pensions
N/A
Chartered Insurance Institute
Financial Planning Process (AF5)
2017 — 2020
Loughborough University
Bachelor of Science
ABOUT SAM SMITH
Your time is your greatest asset. And none of us know how much of it we have…
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