Andreea Jackson
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Andreea Jackson Email & Phone Number

Financial Advisor at WEALTH at work
Location: United Kingdom 5 work roles
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✓ Verified Jul 2026 2 data sources Profile completeness 71%

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Current company
WEALTH at work
Role
Financial Advisor
Location
United Kingdom
Company size
174 employees

Who is Andreea Jackson? Overview

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Quick answer

Andreea Jackson is listed as Financial Advisor at WEALTH at work, a with 174 employees, based in United Kingdom. AeroLeads shows a matched LinkedIn profile for Andreea Jackson.

Andreea Jackson previously worked as Financial Advisor at Afh Wealth Management and Financial Advisor at Quilter Private Client Advisers.

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WEALTH at work

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Profile bio

About Andreea Jackson

As a business graduate, I joined the Financial Services industry in 2011 with Nationwide BuildingSociety as an Account Manager. I worked with them for 3 years before joining WesleyanAssurance Society where I specialised as a Financial Consultant advising exclusively with Doctorsand Dentists for over 5 years. I have a thorough understanding of the NHS Pension Schemehaving worked exclusively within the Medical & Dental Sector for this period. Furthermore, Ihave developed a sound knowledge of the NHS Scheme Pays and Pension taxation such asAnnual and Lifetime Allowance. In my 11 years’ experience in the Financial Services Industry, the majority has been spent delivering face-to-face advice and building long term relationships with clients. I have been working with clients and provided tailored financial advice, to create exit strategies, build in risk management to protect loans, key people and shareholders. I will always take time to ensure customers receive help and support in a professional, easy to understand manner. With a passion for providing quality advice and a first-class service, I have always been first point of contact for all my clients’ financial planning needs. I genuinely believe in the value of trusted face to face advice delivered with honesty and integrity, that advice should be straightforward and simple to understand, and that service and advice should always offer good value.Outside of work, I enjoy spending time with my family, visiting new places and making memories. I am also a keen amateur gardener and love to travel the world.

Current workplace

Andreea Jackson's current company

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WEALTH at work
Wealth At Work
Financial Advisor
bidston, wirral, united kingdom
Website
wealthatwork.co.uk
Employees
174
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5 roles

Andreea Jackson work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Wealth At Work

https://www.wealthatwork.co.uk/corporate/our-services/ https://www.wealthatwork.co.uk/corporate/testimonials/

Jul 2022 - Present

Financial Advisor

Afh Wealth Management

Milton Keynes, England, United Kingdom

• Holistic financial planning - Establishing and reviewing existing arrangements, complete personal risk management assessments, medium and long-term savings and investments.• Investments – Wealth management advice, including making the most of any tax allowances available.• Pensions - whole of market research and advice to help provide flexible access and best investment vehicles for and in retirement• Personal Protection - Whole of life and term assurance protection, critical illness insurance and private medical solutions.• Corporate Protection - Key person insurance, Relevant life cover, Shareholder protection.

Jan 2022 - Jun 2022

Financial Advisor

Quilter Private Client Advisers

United Kingdom

• Professional advice to individuals and business, offering holistic financial advice, backed by the full resources of the Quilter PLC • Client relationships built on trust and value • Working with clients to develop a strategy for their priorities, from savings and investments, to planning for retirement and protecting and providing for their loved ones • Selected products and solutions that best meet clients’ needs and introduce specialist third party providers where I feel they can add value

Jul 2019 - Mar 2020

Financial Advisor

Wesleyan

London, United Kingdom

• Developed a highly successful business career providing tailored financial advice and products to select professional groups, notably GPs, Hospital Doctors and dentists.• Thorough analysis of their current financial situation based on income and expenditure • Identify all need areas and make relevant recommendations • Complete financial plans and suitability reports

Apr 2014 - Jun 2019

Personal Banking Manager

Nationwide Building Society

Se London

• Conducted full structured appointments with customers • Always committed and devoted in order to achieve best customer satisfaction • Every day dealing with different customers, strong personalities and demanding characters • Permanently focused energy and knowledge to have positive results regarding sales targets

Apr 2011 - Apr 2014
Team & coworkers

Colleagues at WEALTH at work

Other employees you can reach at wealthatwork.co.uk. View company contacts for 174 employees →

LO Louise Osborne Louise Osborne Colleague at Wealth At WorkGreater Liverpool Area, United Kingdom View → BC Becky C Becky C Colleague at Wealth At WorkWirral, England, United Kingdom View → HB Hussain Bhaiji Hussain Bhaiji Colleague at Wealth At WorkLondon Area, United Kingdom View → AW Alan Whalley Alan Whalley Colleague at Wealth At WorkBurton Bradstock, England, United Kingdom View → MT Matty Tierney Matty Tierney Colleague at Wealth At WorkLiverpool, England, United Kingdom View → JH Jordan Higgins Jordan Higgins Colleague at Wealth At WorkWirral, England, United Kingdom View → JW Jonathan Wheeler Jonathan Wheeler Colleague at Wealth At WorkHemel Hempstead, England, United Kingdom View → EJ Emily Jones Emily Jones Colleague at Wealth At WorkUnited Kingdom View → SJ Stephen Jones Stephen Jones Colleague at Wealth At WorkWatford, England, United Kingdom View → CL Caitlin Lindsay-Noble Caitlin Lindsay-Noble Colleague at Wealth At WorkGreater Bristol Area, United Kingdom View →
FAQ

Frequently asked questions about Andreea Jackson

Quick answers generated from the profile data available on this page.

What company does Andreea Jackson work for?

Andreea Jackson works for WEALTH at work.

What is Andreea Jackson's role at WEALTH at work?

Andreea Jackson is listed as Financial Advisor at WEALTH at work.

Where is Andreea Jackson based?

Andreea Jackson is based in United Kingdom while working with WEALTH at work.

What companies has Andreea Jackson worked for?

Andreea Jackson has worked for Wealth At Work, Afh Wealth Management, Quilter Private Client Advisers, Wesleyan, and Nationwide Building Society.

Who are Andreea Jackson's colleagues at WEALTH at work?

Andreea Jackson's colleagues at WEALTH at work include Louise Osborne, Becky C, Hussain Bhaiji, Alan Whalley, and Matty Tierney.

How can I contact Andreea Jackson?

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