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.
After spending over 8 years in the Belrose office, Courtney relocated to Orange and now mainly works for us remotely. However, she often returns for client meetings, team events and catching up with friends and family. Next time you call the office why not ask Courtney about her new found love of country walks, cosy fires and great wine!
Courtney Smith is not authorised to provide advice under the Fortnum Private Wealth Ltd licence.