Andrea Speed Email and Phone Number
Andrea Speed work email
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Andrea Speed personal email
I manage a team of Financial Advisers in the Costa del Sol. We specialise in tax planning and wealth management for expats, offering a bespoke boutique style service with regular client reviews. My background includes recruiting, training and developing financial advisers, responsible for the training and competence of around 70 members of staff whilst working as a Training Manager at Prudential. I am a Fellow of the Chartered Insurance Institute, a CII qualified Discretionary Investment Manager and Chartered Financial Planner, including qualifications in Investment and Risk, with Advanced qualifications in Taxation, Trusts, Supervision and Sales Management. I am also a CII Qualified Pension Transfer Specialist. We are currently recruiting Financial Advisers throughout Europe - please see our website for further information and details of how to apply: www.speedfinancialsolutions.comIn addition, I am an international management consultant with post graduate business management qualifications, including a Master's degree in strategy, leadership, innovation and change, bringing sound theoretical specialist knowledge and a wide range of tools, techniques and methodologies to help management teams take their organisations to the next level.
Speed Financial Solutions
View- Website:
- speedfinancialsolutions.com
- Employees:
- 7
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PrincipalSpeed Financial Solutions Oct 2010 - PresentCoin, MalagaProviding bespoke financial advice to expats in the Costa del Sol.
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European Development ManagerPeter Male Mar 2010 - Oct 2010Costa Del SolThe opportunity arose in March 2010 to build a small team of quality advisers on the basis of offering ‘non pressured’ financial advice and tax planning for potential new clients, and providing continued ongoing service to my existing clients. I was not given any constraints in the way that the business should be developed and when I joined the business my first priority after joining the company was to put regulation in place (which the company did not have prior to this).
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Area ManagerDevere Group Sep 2009 - Mar 2010I was asked to join Siddalls in September 2009, which was part of the IFG Group and as their business acumen mirrored mine in terms of customer care and the importance of true independent advice I decided to join the business in the Costa del Sol. However, within weeks of joining Siddalls were acquired by deVere who it transpired have a very different structure and outlook. I spent time recruiting and training a number of advisers and admin staff on behalf of deVere and was responsible for the running and development of the Costa del Sol office. In addition to this, my role involved seeking out new clients for both myself and my team through various marketing activities. -
Independent Financial AdviserVfs Dec 2006 - Sep 2009Costa Del Sol, SpainI dealt with expats from all over Europe as well as the UK. Through VFS I was fully regulated in Spain and promoted my business by offering a personal and bespoke service to high net worth clients and offered advice on a wide range of areas including tax planning, mortgages, investments, inheritance tax, retirement provision, income protection, Qualifying Recognised Overseas Pension Schemes (QROPS) and many other areas.
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Financial Adviser And In House TrainerArdtalla Dec 2005 - Dec 2006Costa Del Sol, SpainProviding training to new entrants and financial consulting for a new company on the Costa. This brings with it the freshness of a new company but also the problems of setting up new structures, new contacts, and procedures. During my time with the company it became increasingly apparent that many expats prefer to deal with regulated companies.
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Independent Financial Adviser (Uk)A J Speed Financial Services Aug 2001 - Dec 2004ManchesterOperating as an Independent Financial Adviser regulated through an IFA network. I started my business with a skeleton number of 25 clients who then referred me onto friends, family and colleagues. I built the business up to approximately 300 clients, advising on the full range of products from investments, savings, pensions, annuities through to mortgages, credit cards and personal loans.
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Area ManagerPearl Assurance Feb 2000 - Aug 2001ManchesterThe potential to progress in this role was limited. I stayed with Pearl for a very short time before moving on to start my own business as an Independent Financial Adviser.
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Branch Training ManagerPrudential Assurance Sep 1994 - Nov 1999Hebden BridgeAs Branch Training Manager I maintained Competent Designated Individual status and demonstrated regularly all stages of the sales process both live and in role-play both to new entrants and existing members of the sales force. I also developed my supervisory skills, communication skills, influencing skills and training delivery skills, taking them from a competent to a proficient level. I regularly completed field assessments, ensuring that I lead by example, linking feedback to ‘real’ and agreed development needs and appropriate training solutions for sales staff, using a structured programme of Continuing Professional Development to address individuals’ needs. It was also my responsibility to plan regular ‘In Branch Training’ which could involve group-training sessions, 1 to 1 coaching, mentoring FC to FC, workshops, self-study, etc. I had overall responsibility of the initial training of new entrants and ongoing training and competence of around 70 members of the existing sales force. I also headed up a regional focus team planning and delivering out of office training days for all financial advisers working in other branches in the North West Region. -
Financial AdviserNationwide Building Society Jan 1986 - Sep 1994The experience I gained during the 9 years working for Nationwide Building Society has without doubt provided me with a sound base from which to commence mycareer, the full extent of which reveals itself time and time again when least expected. Largely because I have a very rounded knowledge of how financial services operate, with my knowledge and skills ranging from the technical details behind opening new accounts, customer facing counter service, ensuring the branch balances in the role of Bankage Officer, mortgage interviewing, mortgage underwriting, processing, and final signing off of mortgage applications and release of funds, arrears, the handling of current accounts and overdraft management, supervisory skills, training skills, communication skills and mentoring other members of staff in my role as Financial Adviser. I had a £1m mortgage mandate.
Andrea Speed Skills
Andrea Speed Education Details
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York St. John University, UkLeading Innovation And Change
Frequently Asked Questions about Andrea Speed
What company does Andrea Speed work for?
Andrea Speed works for Speed Financial Solutions
What is Andrea Speed's role at the current company?
Andrea Speed's current role is Principal, Speed Financial Solutions.
What is Andrea Speed's email address?
Andrea Speed's email address is an****@****l.co.uk
What schools did Andrea Speed attend?
Andrea Speed attended York St. John University, Uk.
What are some of Andrea Speed's interests?
Andrea Speed has interest in Walking My Dogs, Padel, Pilates, Gardening, Baking, Self Development, Acoustic Guitar.
What skills is Andrea Speed known for?
Andrea Speed has skills like Wealth Management, Financial Services, Finance, Pensions, Portfolio Management, Mutual Funds, Asset Management, Retirement, Financial Planning, Financial Advisory, Asset Allocation, Insurance.
Who are Andrea Speed's colleagues?
Andrea Speed's colleagues are Kameswara Mantha, Danielle Speed, Vijayakumar Raju Mantena.
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