A veteran UK Financial Services professional specializing in the global distribution of financial products to investment intermediaries, fund managers, and family offices. With a focus on delivering tailored financial solutions, our company has established a strong presence in the international finance sector. Our commitment to excellence and innovation drives us to provide top-tier services that meet the unique needs of our diverse clientele.I have developed an extensive international broker and trader network with whom I have developed and maintained relationships with high-net-worth and sophisticated investors. I have successfully closed multiple large contracts and deals with clients across various sectors.
Self-Employed
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Estate PlannerSelf-EmployedLiverpool, Gb
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Business ConsultantSelf-Employed Jun 2017 - PresentLiverpool, England, United Kingdom
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Helping Entreprenuers To Build Their Wealth Outside Of Their BusinessThe Wealth Team Working With Entreprenuers Jan 2012 - May 2017London, United KingdomAs an entrepreneur we will help you grow your wealth and security outside of your businesses.By the time you sell your business, we want you to already be independently wealthy.We do this by utilising SSAS pensions. Here are the main benefits;✅ You can pay company profits into the SSAS without the need to pay any corporation, dividend or income tax*1✅ You can buy commercial property and this includes services apartments with the tax free funds. You can also obtain a mortgage and even part own the property personally. ✅ You can lend up to 50% of your fund to your trading business and repay these over 5 years at around 2% interest. ✅ You can transfer any or even all of your old pensions and invest the funds in property, your own company or any investment you wish to utilise ✅ You have the flexibility to invest in any form of investment because you are the Trustee. There are many other benefits of using a SSAS and we should have a conversation to explore how we could help you build your wealth whilst also reducing your tax.The Facts; A SSAS is regulated by the HMRC and is a small occupational pension scheme that is set up by the directors of your business where you want more control over the investment decisions. This also means that you are the Trustee, unlike any other form of pension where you are not in charge. Many clients also choose to transfer their legacy pensions into their SSAS and again you will have much more flexibility over where you invest the money; Property? Land?, A loan to your company? An *1 there is an annual allowance and you may be able to use the last three years allowance as well
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Managing DirectorFenchurch Wealth Management Limited May 2015 - Mar 2017Bolton, England, United KingdomOwner of FCA Directly Authorised Co. CF1, CF8, CF30 Functions. Succesfully established and sold. -
Principal OwnerQuilter Financial Planning Mar 2012 - May 2015Liverpool, England, United KingdomIndependent Financial Adviser.CF30 Function.Appointed Representative. -
Financial AdvisorElliot Fletcher Feb 2010 - Mar 2012Liverpool, England, United KingdomIndependent Financial Adviser CF30 Function -
Managing DirectorPremier Financial Advice Ltd Oct 2005 - Mar 2010Liverpool
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DirectorAcg Financial Management Ltd Apr 2000 - Sep 2005Liverpool.Director of directly authorised firm of IFAs.
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Financial AdviserInter-Alliance May 1999 - Apr 2000Southport -
Independent Financial AdvisorPro-Ethical Financial Services Jul 1997 - May 1999Liverpool, England, United Kingdom
Andrew S Education Details
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Business Studies -
St Edwards College, Liverpool.
Frequently Asked Questions about Andrew S
What company does Andrew S work for?
Andrew S works for Self-Employed
What is Andrew S's role at the current company?
Andrew S's current role is Estate Planner.
What schools did Andrew S attend?
Andrew S attended Birmingham City University, St Edwards College, Liverpool..
Not the Andrew S you were looking for?
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Andrew Flaherty
Greater Cardiff Area
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