Andrew Wheeler Email & Phone Number
@brewin.co.uk
2 phones found area 752
LinkedIn matched
Who is Andrew Wheeler? Overview
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Andrew Wheeler is listed as Head of Office - Ipswich and Norwich at RBC Brewin Dolphin, a with 1829 employees, based in Ipswich, England, United Kingdom. AeroLeads shows a work email signal at brewin.co.uk, phone signal with area code 752, and a matched LinkedIn profile for Andrew Wheeler.
Andrew Wheeler previously worked as Head of Office, Divisional Director at Rbc Brewin Dolphin and Director at Barclayswealth. Andrew Wheeler studied at Greshams School, Holt, Norfolk.
Email format at RBC Brewin Dolphin
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AeroLeads found 1 current-domain work email signal for Andrew Wheeler. Compare company email patterns before reaching out.
About Andrew Wheeler
I am an Investment Manager based in the Ipswich & Norwich offices of RBC Brewin Dolphin, one of the UK’s largest Wealth Managers. I enjoy my work, and have the privalege of leading the team across the region. We help clients in a myriad of ways, including:- Spending time to listen to what they would like and what they need, in order to tailor portfolios for income, growth, accumulation of assets and/or support through retirement- Face to face contact, whether at client's homes, offices or at our office, we fit around your requirements- Financial planning for long term needs, such as income protection, school fee planning, estate planning, pension arrangements and cash flow analysis- Effective management of tax allowances, such as ISAs, Capital Gains Tax and Dividend TaxUltimately, I aim to build meaningful, long term, trusting relationships with my clients whether this is an individual, company, trust, pension fund or charity.
Listed skills include Investment Management, Wealth Management, Investments, Financial Services, and 16 others.
Andrew Wheeler's current company
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Andrew Wheeler work experience
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Head Of Office, Divisional Director
I am a Chartered Wealth Manager and trusted advisor for Private Clients, SIPPs, ISAs, Trusts and Charities. I am experienced in building long term relationships with my clients to help structure financial plans and give them the best chance to secure their future.My experience in this role has given me an understanding of what is important to my clients and an appreciation that everybody has a slightly different set of objectives and priorities. It is dealing with individuals that makes… Show more I am a Chartered Wealth Manager and trusted advisor for Private Clients, SIPPs, ISAs, Trusts and Charities. I am experienced in building long term relationships with my clients to help structure financial plans and give them the best chance to secure their future.My experience in this role has given me an understanding of what is important to my clients and an appreciation that everybody has a slightly different set of objectives and priorities. It is dealing with individuals that makes my role so interesting and diverse and very rarely do I meet somebody in a work situation where we cannot find common ground and a way in which I can help them.I also have the privalege of leading a high performing team with experience across all areas of financial planning and investment management. Show less
Director
Wealth management for individuals, families, trusts and charities.I very much enjoyed my time working at Barclays, and above all it was the people that made this a positive experience. I still keep in contact with a great many of my former colleagues and they are universally professional.
Investment Manager
Stockbroking and Discretionary fund management, my introduction to the world of private wealth management in East Anglia. The company was purchased by Barclays, so I remained in this role until my move to Brewin Dolphin.
Equity Sales
Specialist salesman in the utilities sector advising institutional investment managers and pension funds. A fabulous place to start my career and an opportunity to lay the foundations of some great friendships and contacts for the future.
Colleagues at RBC Brewin Dolphin
Other employees you can reach at brewin.co.uk. View company contacts for 1829 employees →
James Beckett
Colleague at Rbc Brewin DolphinWinchester, England, United Kingdom
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Roddy Macneill Mcsi
Colleague at Rbc Brewin DolphinStirling, Scotland, United Kingdom
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AG
Abigail Gill Apfs
Colleague at Rbc Brewin DolphinLondon, England, United Kingdom
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AE
Alexander Emslie
Colleague at Rbc Brewin DolphinLondon, England, United Kingdom
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David Stevens
Colleague at Rbc Brewin DolphinKingston Upon Thames, England, United Kingdom
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TM
Timothy Moss
Colleague at Rbc Brewin DolphinGreater Ipswich Area, United Kingdom
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Heena Kerai
Colleague at Rbc Brewin DolphinUnited Kingdom
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CC
Catherine Clare
Colleague at Rbc Brewin DolphinGreater Manchester, England, United Kingdom
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Paul Speed
Colleague at Rbc Brewin DolphinUnited Kingdom
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Andrew Logan
Colleague at Rbc Brewin DolphinGreater Cheshire West And Chester Area, United Kingdom
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Andrew Wheeler education
Education record
Bsc, Economics
Frequently asked questions about Andrew Wheeler
Quick answers generated from the profile data available on this page.
What company does Andrew Wheeler work for?
Andrew Wheeler works for RBC Brewin Dolphin.
What is Andrew Wheeler's role at RBC Brewin Dolphin?
Andrew Wheeler is listed as Head of Office - Ipswich and Norwich at RBC Brewin Dolphin.
What is Andrew Wheeler's email address?
AeroLeads has found 1 work email signal at @brewin.co.uk for Andrew Wheeler at RBC Brewin Dolphin.
What is Andrew Wheeler's phone number?
AeroLeads has found 2 phone signal(s) with area code 752 for Andrew Wheeler at RBC Brewin Dolphin.
Where is Andrew Wheeler based?
Andrew Wheeler is based in Ipswich, England, United Kingdom while working with RBC Brewin Dolphin.
What companies has Andrew Wheeler worked for?
Andrew Wheeler has worked for Rbc Brewin Dolphin, Barclayswealth, Gerrard Vivian Gray, and Natwest Markets.
Who are Andrew Wheeler's colleagues at RBC Brewin Dolphin?
Andrew Wheeler's colleagues at RBC Brewin Dolphin include James Beckett, Roddy Macneill Mcsi, Abigail Gill Apfs, Alexander Emslie, and David Stevens.
How can I contact Andrew Wheeler?
You can use AeroLeads to view verified contact signals for Andrew Wheeler at RBC Brewin Dolphin, including work email, phone, and LinkedIn data when available.
What schools did Andrew Wheeler attend?
Andrew Wheeler studied at Greshams School, Holt, Norfolk.
What skills is Andrew Wheeler known for?
Andrew Wheeler is listed with skills including Investment Management, Wealth Management, Investments, Financial Services, Asset Management, Trusts, Portfolio Management, and Wealth.
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