Get the Linkedin stats of James Smith Chartered FCSI and many LinkedIn Influencers by Taplio.
open on linkedin
I am a highly motivated, passionate and conscientious Investment Director. I manage bespoke investment portfolios on a discretionary basis for private clients and clients of Financial Advisers and Planners in the main but also Solicitors and Accountants. Client portfolios include individual GIA’s and ISA’s, personal pensions, trusts, onshore and offshore bonds, charities, corporate accounts and SSAS’s. A long-standing relationship means that I can build strong foundations with clients and their advisers whilst helping them to achieve their financial goals. I wish to build on this by developing relationships and establishing the same level of trust with new professional contacts and direct clients.
Check out James Smith Chartered FCSI's verified LinkedIn stats (last 30 days)
Content Inspiration, AI, scheduling, automation, analytics, CRM.
Get all of that and more in Taplio.
Try Taplio for free