Marie Smith

Marie Smith is an Associate Partner at Cooper Parry Wealth, where since May 2011, expertise in holistic financial planning has been provided to entrepreneurs, senior executives, trustees, and families. Prior roles include Relationship Director and Senior Relationship Manager, with a focus on advising business owners, FTSE 100 executives, and professionals in areas such as risk management, investments, tax, and legacy planning. Marie's experience also covers technical management and paraplanning, having previously worked as a Technical Paraplanner at Chesterton House Financial Planning and as a Client Manager at Perredon Financial Solutions Ltd. Education includes certifications from the Chartered Insurance Institute and a degree in Law & Public Policy from the University of Leicester.