Mark Smith
Direttore/Membro del Consiglio presso Kudos Financial Services Ltd.
Patrimonio netto: 694 192 $ in data 30/04/2024
Profilo
Mark Anthony Smith is currently a Director at Kudos Financial Services Ltd.
and a Director at TCF Global Independent Financial Services Ltd.
He was previously a Director & Operations Director at Mattioli Woods Plc from 2012 to 2013 and a Compliance Officer at Custodian Capital Ltd.
from 2000 to 2018.
Partecipazioni note in società pubbliche
Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
---|---|---|---|---|
MATTIOLI WOODS PLC
0.13% | 01/04/2024 | 70 000 ( 0.13% ) | 694 192 $ | 30/04/2024 |
Posizioni attive di Mark Smith
Società | Posizione | Inizio |
---|---|---|
Kudos Financial Services Ltd.
Kudos Financial Services Ltd. Investment ManagersFinance As a firm of financial advisers, based in Aberdeen with offices in Glasgow and London, they provide advice to both individuals and companies on all aspects of financial planning. Established in 1991, Kudos has built a reputation for quality advice and service on an ability to provide clear, concise, and innovative ideas to their clients and professional introduces through a long term approach of fully understanding their clients' needs, wants and aspirations and then prioritizing objectives. They believe passionately that financial services are advisory services, and not commission motivated sales opportunities. This is demonstrated in their transparent, pre-agreed remuneration arrangements with clients. The company's Corporate teams specialize in Employee Benefits Consultancy and Due Diligence, while Kudos Wealth Management design bespoke tax efficient investment solutions, provide advice on pre- and post-exit planning for business owners and provide advice on all other aspects of personal financial planning. By getting to know their clients well, they can base their advice on a clear understanding of their current and anticipated circumstances, as well as their goals, objectives and attitudes. Within Kudos, they have established select teams of individual specialists with complementary strengths and whose experience and expertise allow them to cater for the needs of all their clients. The company's commitment to ongoing professional development and access to some of the most highly regarded technical experts in the Financial Services industry further ensure that they keep abreast of developments in legislation, taxation and product innovation. | Direttore/Membro del Consiglio | 25/11/2015 |
TCF Global Independent Financial Services Ltd.
TCF Global Independent Financial Services Ltd. MiscellaneousMiscellaneous Part of Mattioli Woods Plc, TCF Global Independent Financial Services Ltd. operates as a holding British company. The company is based in Aberdeen, UK. TCF Global Independent Financial Services was founded in 2000. | Direttore/Membro del Consiglio | 25/11/2015 |
Precedenti posizioni note di Mark Smith
Società | Posizione | Fine |
---|---|---|
MATTIOLI WOODS PLC | Direttore operativo | - |
Custodian Capital Ltd.
Custodian Capital Ltd. Real Estate DevelopmentFinance Custodian Capital Ltd. (CCL) is a real estate management firm headquartered in Leicester, UK. The firm is a wholly-owned subsidiary of Mattioli Woods Plc (LON: MTW). CCL provides real estate management services to their clients. | Responsabile della Conformità | 01/11/2018 |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
---|---|
MATTIOLI WOODS PLC | Commercial Services |
Aziende private | 3 |
---|---|
Custodian Capital Ltd.
Custodian Capital Ltd. Real Estate DevelopmentFinance Custodian Capital Ltd. (CCL) is a real estate management firm headquartered in Leicester, UK. The firm is a wholly-owned subsidiary of Mattioli Woods Plc (LON: MTW). CCL provides real estate management services to their clients. | Finance |
Kudos Financial Services Ltd.
Kudos Financial Services Ltd. Investment ManagersFinance As a firm of financial advisers, based in Aberdeen with offices in Glasgow and London, they provide advice to both individuals and companies on all aspects of financial planning. Established in 1991, Kudos has built a reputation for quality advice and service on an ability to provide clear, concise, and innovative ideas to their clients and professional introduces through a long term approach of fully understanding their clients' needs, wants and aspirations and then prioritizing objectives. They believe passionately that financial services are advisory services, and not commission motivated sales opportunities. This is demonstrated in their transparent, pre-agreed remuneration arrangements with clients. The company's Corporate teams specialize in Employee Benefits Consultancy and Due Diligence, while Kudos Wealth Management design bespoke tax efficient investment solutions, provide advice on pre- and post-exit planning for business owners and provide advice on all other aspects of personal financial planning. By getting to know their clients well, they can base their advice on a clear understanding of their current and anticipated circumstances, as well as their goals, objectives and attitudes. Within Kudos, they have established select teams of individual specialists with complementary strengths and whose experience and expertise allow them to cater for the needs of all their clients. The company's commitment to ongoing professional development and access to some of the most highly regarded technical experts in the Financial Services industry further ensure that they keep abreast of developments in legislation, taxation and product innovation. | Finance |
TCF Global Independent Financial Services Ltd.
TCF Global Independent Financial Services Ltd. MiscellaneousMiscellaneous Part of Mattioli Woods Plc, TCF Global Independent Financial Services Ltd. operates as a holding British company. The company is based in Aberdeen, UK. TCF Global Independent Financial Services was founded in 2000. | Miscellaneous |
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