Andrew Blueman

Andrew Blueman Email and Phone Number

Senior Financial Advisor helping expats achieve their financial goals through the investment and protection of wealth. @ Blue Oak Partnership
frankfurt am main, hesse, germany
Andrew Blueman's Location
Basel, Basel, Switzerland, Switzerland
Andrew Blueman's Contact Details

Andrew Blueman work email

Andrew Blueman personal email

n/a
About Andrew Blueman

My focus is on helping expatriates individuals and families in planning their financial future. I aim to understand what is important to people not only financially, but also in their work and personal lives.I accept that not everyone has an interest in financial markets and investments. Subsequently, my focus is on planning towards life goals that may have a financial implication.Building security, achieving financial freedom, protecting yourself and your family, planning for future costs including retirement / University fees, are key areas of focus. Solutions offer protection, safety, and accumulation and preservation of wealth.Specialties for expats:Individual and Family Protection- Life Insurance- Critical Illness Cover- Income Protection- Health Care- Will Writing- Estate PlanningRetirement and Pension Solutions- International Retirement Planning- Pension Transfers- QROPs / SIPPs- Pension AdviceSavings & Investments- Building and Preserving Wealth- Portable Savings Plans- Exclusive Investment Options

Andrew Blueman's Current Company Details
Blue Oak Partnership

Blue Oak Partnership

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Senior Financial Advisor helping expats achieve their financial goals through the investment and protection of wealth.
frankfurt am main, hesse, germany
Employees:
2
Andrew Blueman Work Experience Details
  • Blue Oak Partnership
    Managing Director
    Blue Oak Partnership Jun 2016 - Present
    Basel Area, Switzerland
    Providing financial solutions to expatriates in Switzerland and Western Europe. Specialising in areas such as UK pension advice, pension planning and tax efficient savings and investments etc.
  • Guardian Wealth Management
    Senior Wealth Manager
    Guardian Wealth Management Feb 2015 - May 2016
    Basel Area, Switzerland; & Western Europe
    Primary focus on UK pension transfers.
  • Devere Group
    Senior Wealth Manager
    Devere Group Jul 2009 - Jan 2015
    Basel Area, Switzerland
    Primary focus on UK pension transfers.
  • Royal London
    Financial Adviser
    Royal London Apr 1992 - Feb 1999
    United Kingdom

Andrew Blueman Skills

Qrops Estate Planning Financial Advisory Independent Financial Advice High Net Worth Financial Planners Pensions Insurance Retirement Planning Financial Planning Wealth Management Services Tax Portfolio Management Critical Illness Investments Business Development Finance Investment Advisory Income Protection Financial Services Asset Managment Wealth Management Life Insurance Savings High Net Worth Individuals Strategic Financial Planning Investment Strategies Asset Management Uk Pension Transfers Wealth Wills Protection Management Independent Financial Strategic Financial Inheritance Tax Planning Retirement Financial Markets

Andrew Blueman Education Details

  • St Marys Roman Catholic College
    St Marys Roman Catholic College

Frequently Asked Questions about Andrew Blueman

What company does Andrew Blueman work for?

Andrew Blueman works for Blue Oak Partnership

What is Andrew Blueman's role at the current company?

Andrew Blueman's current role is Senior Financial Advisor helping expats achieve their financial goals through the investment and protection of wealth..

What is Andrew Blueman's email address?

Andrew Blueman's email address is an****@****rld.com

What schools did Andrew Blueman attend?

Andrew Blueman attended St Marys Roman Catholic College.

What are some of Andrew Blueman's interests?

Andrew Blueman has interest in Skiing, Rugby, Outdoor Activities, Fitness, Motorbikes.

What skills is Andrew Blueman known for?

Andrew Blueman has skills like Qrops, Estate Planning, Financial Advisory, Independent Financial Advice, High Net Worth, Financial Planners, Pensions, Insurance, Retirement Planning, Financial Planning, Wealth Management Services, Tax.

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