Andrea Simonian
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Andrea Simonian Email & Phone Number

Executive Associate at Pinnacle Wealth Management
Location: London, England, United Kingdom 2 work roles 1 school
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Current company
Pinnacle Wealth Management
Role
Executive Associate
Location
London, England, United Kingdom
Company size
60 employees

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Andrea Simonian is listed as Executive Associate at Pinnacle Wealth Management, a with 60 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Andrea Simonian.

Andrea Simonian previously worked as Intercompany Controller at Braitrim. Andrea Simonian holds Masters, Mba Management, B from Imperial College London.

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Pinnacle Wealth Management

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About Andrea Simonian

At Pinnacle Wealth Management, our advisers specialise in offering expert advice in a wide range of important areas including; investment, inheritance tax, pension and protection planning. With a wealth of advanced financial planning tools, tax-efficient strategies (both onshore and offshore), and sought-after investment planning opportunities at their disposal, they are well equipped to provide the highest calibre of advice to our clients.Working hard to build trusted relationships with our clients we pride ourselves on providing the highest level of service, ensuring that financial solutions are delivered with utmost professionalism and integrity.In addition to our expertise, as a practice we have links with other professional bodies including solicitors and accountants, thus enabling us to offer a holistic wealth management service designed to meet both your short and longer-term needs.Practice Specialities:- Bespoke financial planning - Advanced tax and investment planning- Offshore investment and trust planning- Retirement planning- Trust and estate planning - Individual and business protection Please feel free to connect with me, to see how we can help.Website: www.pinnaclewealth.co.ukTrusts are not regulated by the Financial Conduct Authority.The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Pinnacle Wealth Management LLP is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.SJP Approved: 10/01/2023

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Pinnacle Wealth Management
Pinnacle Wealth Management
Executive Associate
london, greater london, united kingdom
Website
pinnaclewealth.co.uk
Employees
60
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2 roles

Andrea Simonian work experience

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Executive Associate

Current
Pinnacle Wealth Management

Level 29, One Canada Square, London E14 5Ab

Our purpose is to help people redefine wealth on their own terms. We are passionate about helping people achieve their lifelong ambitions by offering a path to long-term freedom and peace of mind.What if you could achieve a life of freedom and fulfilment, and leave a lasting legacy created on your terms? With the support of our expert advisers guiding you through the years ahead, your greatest ambitions become a planned-out reality.We take the time to explore and define what wealth means to you beyond money and inspire you to unearth the meaningful goals that make life full of possibility. The development of an individually tailored LifePlan incorporates innovative and market-leading investment, protection and legacy planning strategies to help you achieve your goals.Your LifePlan is supported through regular reviews dealing with any obstacles that life throws at you and making the most of new opportunities. We help you achieve the things that matter most to you in life.Pinnacle Wealth Management LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).SJP Approved 25/1/2023Skills: Personal Assistance · Financial Services · Finance · Financial Planning

Feb 2020 - Present

Intercompany Controller

Braitrim
Team & coworkers

Colleagues at Pinnacle Wealth Management

Other employees you can reach at pinnaclewealth.co.uk. View company contacts for 60 employees →

RS Robert Shorter Robert Shorter Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom View → KR Keagan Ramage Keagan Ramage Colleague at Pinnacle Wealth ManagementUnited Kingdom View → SQ Sean Quinn Sean Quinn Colleague at Pinnacle Wealth ManagementUnited Kingdom View → CT Carl Terence Carl Terence Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom View → BP Ben Phelps Ben Phelps Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom View → LA Lauren A. Lauren A. Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom View → LS Louise Stedman Louise Stedman Colleague at Pinnacle Wealth ManagementUnited Kingdom View → HB Henrik Bjork Henrik Bjork Colleague at Pinnacle Wealth ManagementGreater London, England, United Kingdom View → LG Laura Gilliland Laura Gilliland Colleague at Pinnacle Wealth ManagementLondon Area, United Kingdom View → TE Timothy Everett Timothy Everett Colleague at Pinnacle Wealth ManagementLondon, England, United Kingdom View →
1 education record

Andrea Simonian education

FAQ

Frequently asked questions about Andrea Simonian

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What company does Andrea Simonian work for?

Andrea Simonian works for Pinnacle Wealth Management.

What is Andrea Simonian's role at Pinnacle Wealth Management?

Andrea Simonian is listed as Executive Associate at Pinnacle Wealth Management.

Where is Andrea Simonian based?

Andrea Simonian is based in London, England, United Kingdom while working with Pinnacle Wealth Management.

What companies has Andrea Simonian worked for?

Andrea Simonian has worked for Pinnacle Wealth Management and Braitrim.

Who are Andrea Simonian's colleagues at Pinnacle Wealth Management?

Andrea Simonian's colleagues at Pinnacle Wealth Management include Robert Shorter, Keagan Ramage, Sean Quinn, Carl Terence, and Ben Phelps.

How can I contact Andrea Simonian?

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What schools did Andrea Simonian attend?

Andrea Simonian holds Masters, Mba Management, B from Imperial College London.

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