Estate Planner
Self-Employed
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Andrew S Email & Phone Number
Estate Planner
at
Self-employed
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
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
10 roles
Andrew S work experience
A career timeline built from the work history available for this profile.
Business Consultant
Self-Employed
Helping Entreprenuers To Build Their Wealth Outside Of Their Business
The Wealth Team Working With Entreprenuers
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 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
Jan 2012 - May 2017
Managing Director
Owner of FCA Directly Authorised Co. CF1, CF8, CF30 Functions. Succesfully established and sold.
May 2015 - Mar 2017
Principal Owner
Independent Financial Adviser.CF30 Function.Appointed Representative.
Mar 2012 - May 2015
Feb 2010 - Mar 2012
Managing Director
Premier Financial Advice Ltd
Oct 2005 - Mar 2010
Director
Acg Financial Management Ltd
Director of directly authorised firm of IFAs.
Apr 2000 - Sep 2005
Financial Adviser
May 1999 - Apr 2000
Independent Financial Advisor
Pro-Ethical Financial Services
Jul 1997 - May 1999
2 education records
Andrew S education
Ba Hons, Business Studies
Education record
St Edwards College, Liverpool.
FAQ
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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?
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What schools did Andrew S attend?
Andrew S holds Ba Hons, Business Studies from Birmingham City University.
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