Advisers, is this your profile? Click here to confirm and add details

Martin Smith

Martin Smith of Martin Smith Independent Financial Adviser Ltd is based in Norwich. Martin has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
[FCA CF] Manager of certification employee
[FCA CF] Material risk taker
[FCA CF] Significant management
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Responsible for Insurance Distribution
SMF3 Executive Director

Previous Employment:
Clearview Financial Consultants Ltd01/07/2015 to 09/07/2022
Martin Smith Independent Financial Adviser Limited21/06/2011 to 22/09/2015
SANLAM PARTNERSHIPS LIMITED15/07/2015 to 22/09/2015
Financial Limited21/06/2011 to 15/07/2015
Barclays Bank Plc01/12/2001 to 09/05/2011
My Pension Expert