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Deborah Smith

Deborah Smith of Swann Financial Limited is based in Banbury. Deborah has up to 2 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF30 Customer
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
Lester Brunt Wealth Management Ltd16/09/2021 to 16/01/2023
My Pension Expert