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Andrew S Email & Phone Number

Estate Planner at Self-employed
Location: London, England, United Kingdom 10 work roles 2 schools
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Current company
Self-employed
Role
Estate Planner
Location
London, England, United Kingdom

Who is Andrew S? Overview

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Quick answer

Andrew S is listed as Estate Planner at Self-employed, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Andrew S.

Andrew S previously worked as Business Consultant at Self-Employed and Helping Entreprenuers to build their wealth outside of their business at The Wealth Team Working With Entreprenuers. Andrew S holds Ba Hons, Business Studies from Birmingham City University.

Profile bio

About Andrew S

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.

Current workplace

Andrew S's current company

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Self-employed
Self-Employed
Estate Planner
Liverpool, GB
10 roles

Andrew S work experience

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

Estate Planner

Self-Employed

Liverpool, GB

Business Consultant

Current
Self-Employed

Liverpool, England, United Kingdom

Jun 2017 - Present

Helping Entreprenuers To Build Their Wealth Outside Of Their Business

The Wealth Team Working With Entreprenuers

London, United Kingdom

As 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.

Jan 2012 - May 2017

Managing Director

Bolton, England, United Kingdom

Owner of FCA Directly Authorised Co. CF1, CF8, CF30 Functions. Succesfully established and sold.

May 2015 - Mar 2017

Principal Owner

Liverpool, England, United Kingdom

Independent Financial Adviser.CF30 Function.Appointed Representative.

Mar 2012 - May 2015

Financial Advisor

Liverpool, England, United Kingdom

Independent Financial Adviser CF30 Function

Feb 2010 - Mar 2012

Managing Director

Premier Financial Advice Ltd

Liverpool

Oct 2005 - Mar 2010

Director

Acg Financial Management Ltd

Liverpool.

Director of directly authorised firm of IFAs.

Apr 2000 - Sep 2005

Independent Financial Advisor

Pro-Ethical Financial Services

Liverpool, England, United Kingdom

Jul 1997 - May 1999
2 education records

Andrew S education

Education record

St Edwards College, Liverpool.
FAQ

Frequently asked questions about Andrew S

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

What company does Andrew S work for?

Andrew S works for Self-employed.

What is Andrew S's role at Self-employed?

Andrew S is listed as Estate Planner at Self-employed.

Where is Andrew S based?

Andrew S is based in London, England, United Kingdom while working with Self-employed.

What companies has Andrew S worked for?

Andrew S has worked for Self-Employed, The Wealth Team Working With Entreprenuers, Fenchurch Wealth Management Limited, Quilter Financial Planning, and Elliot Fletcher.

How can I contact Andrew S?

You can use AeroLeads to view verified contact signals for Andrew S at Self-employed, including work email, phone, and LinkedIn data when available.

What schools did Andrew S attend?

Andrew S holds Ba Hons, Business Studies from Birmingham City University.

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