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Ellis Smith

Ellis Smith

Senior Financial Planning Manager

Followers of Ellis Smith352 followers
location of Ellis SmithGreater Derby Area

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  • Timeline

  • About me

    February 2016 : Now providing independent financial advice

  • Education

    • Derby

      -

  • Experience

    • Lloyds TSB

      Aug 1992 - Sept 2005
      Senior Financial Planning Manager

    • Lloyds Banking Group

      Sept 2005 - Dec 2016

      • Wealth Planner

        Oct 1986 - Dec 2016

      • IFA

        Sept 2005 - Jun 2013

    • KLO FINANCIAL SERVICES LTD

      Feb 2017 - now
      Chartered Financial Planner

      After more than 25 years giving advice , latterly for Private Banking at a large Uk retail bank , I now offer independent , whole of market advice. My experience is across all financial areas but specialise in Pre/ At retirement planning , Investment structuring and IHT / Wealth Preservation .

  • Licenses & Certifications

    • Chartered financial planner

      Chartered Insurance Institute