Our People

Marie Smith

  • Relationship Associate Partner

Our People

Marie Smith

  • Relationship Associate Partner

I help my clients live a better life by taking care of their financial planning and managing their wealth. This is all based around their aims and ambitions for the future. It’s so satisfying to see this become a reality.

I work with entrepreneurs, trustees, professionals and a variety of different families across the midlands and London.

I founded CP’s Female Leaders initiative which aims to improve outcomes for female leaders and encourage investment and support for female led businesses. Read my latest thinking HERE

What’s top of your bucket list?
Diving with Manta Rays and Whale Sharks. I’m a very keen scuba diver, fascinated with the ocean and nature in general, including conservation.

What did you want to be when you were a child?
Many things! A music producer, a barmaid and then a marine biologist!

Best box set to binge-watch?
Loved watching The Killing on Netflix – the suspense, the acting, the ups and downs and of course the twist at the end!

Which song gets you on the dancefloor?
Anything with a decent beat, whether its funk, soul, classical, rock or dance music; I’m there.

Marie's stories

Marie Smith

2 minute read

SHE ROCKS BUSINESS

Marie Smith

4 minute read

5 REASONS YOU SHOULD MAKE A WILL

Marie Smith

6 minute read

Female Leaders Series: How your wealth could make the world of difference

Marie Smith

6 minute read

Female Leaders Series: 5 Top tips to plan your financial future

Marie Smith

5 minute read

TIS THE SEASON TO BE JOLLY GENEROUS (AND SAVE SOME TAX)

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