Courtney Smith

Dip. Financial Planning & Dip. Marketing Client Services Manager

With over 11 years’ experience within the financial planning industry, a Diploma in Financial Planning, a Diploma in Marketing and a mind opened by her travels throughout Europe, Courtney is ideally placed to be your first point of contact at ITL Financial Planning.

Courtney manages the implementation and administration of our advice. She’s the best person to speak to regarding the status of your advice implementation or any changes to your cashflow needs or contact details.

Next time you call the office why not ask Courtney about her love of cooking, music, being active and above all else, the beach!

Courtney Smith is not authorised to provide advice under the Fortnum Private Wealth Ltd licence.

Courtney Smith is not authorised to provide advice under the Fortnum Private Wealth Ltd licence.

“I love my client liaison role, interacting on a personal level, every day, with all of our clients. But I also pride myself on my attention to detail and really enjoy working closely with Nick and Shereen to help with implementation of our client’s financial plans.”