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Alex Smith DipPFS

Alex Smith DipPFS

Leisure Attendant

Followers of Alex Smith DipPFS81 followers
location of Alex Smith DipPFSUnited Kingdom

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  • Timeline

  • About me

    Financial Adviser at Verso Wealth Management Ltd

  • Education

    • Park View Academy

      -

    • University of Sunderland

      2013 - 2017
      Bachelor of Arts - BA Accounting and Finance First Class

  • Experience

    • Durham County Council

      May 2011 - May 2016
      Leisure Attendant

    • City Hospitals Sunderland Nhs Foundation Trust

      Aug 2015 - Jun 2017
      Finance Officer

    • CDC Wealth Management Ltd

      Jun 2017 - now

      • Independent Financial Advisor

        Mar 2021 - now

      • Adviser Support

        Jun 2017 - Mar 2021

  • Licenses & Certifications

    • Diploma in Regulated Financial Planning (DipPFS)

      Chartered Insurance Institute
      Mar 2021