Andrew S

Andrew S Email and Phone Number

Estate Planner @ Liverpool, GB
Liverpool, GB
Andrew S's Location
London, England, United Kingdom, United Kingdom
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.

Andrew S's Current Company Details
Self-employed

Self-Employed

Estate Planner
Liverpool, GB
Andrew S Work Experience Details
  • Self-Employed
    Estate Planner
    Self-Employed
    Liverpool, Gb
  • Self-Employed
    Business Consultant
    Self-Employed Jun 2017 - Present
    Liverpool, England, United Kingdom
  • The Wealth Team Working With Entreprenuers
    Helping Entreprenuers To Build Their Wealth Outside Of Their Business
    The Wealth Team Working With Entreprenuers Jan 2012 - May 2017
    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 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
  • Fenchurch Wealth Management Limited
    Managing Director
    Fenchurch Wealth Management Limited May 2015 - Mar 2017
    Bolton, England, United Kingdom
    Owner of FCA Directly Authorised Co. CF1, CF8, CF30 Functions. Succesfully established and sold.
  • Quilter Financial Planning
    Principal Owner
    Quilter Financial Planning Mar 2012 - May 2015
    Liverpool, England, United Kingdom
    Independent Financial Adviser.CF30 Function.Appointed Representative.
  • Elliot Fletcher
    Financial Advisor
    Elliot Fletcher Feb 2010 - Mar 2012
    Liverpool, England, United Kingdom
    Independent Financial Adviser CF30 Function
  • Premier Financial Advice Ltd
    Managing Director
    Premier Financial Advice Ltd Oct 2005 - Mar 2010
    Liverpool
  • Acg Financial Management Ltd
    Director
    Acg Financial Management Ltd Apr 2000 - Sep 2005
    Liverpool.
    Director of directly authorised firm of IFAs.
  • Inter-Alliance
    Financial Adviser
    Inter-Alliance May 1999 - Apr 2000
    Southport
  • Pro-Ethical Financial Services
    Independent Financial Advisor
    Pro-Ethical Financial Services Jul 1997 - May 1999
    Liverpool, England, United Kingdom

Andrew S Education Details

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..

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