Andy Chaplin Email & Phone Number

Ribchester, England, United Kingdom

Ribchester, Lancashire, United Kingdom

Preston, United Kingdom

Manchester

I work as a Financial Adviser with Pareto advising HNW clients througout the North west. I am also heavily involved in advising SME's on auto enrolment and setting up group pension schemes. Being totally independent means I can provide my clients with the best products in the market place along with a first class service.

Chadderton, Oldham

I am involved in providing holistic advice to my clients and have recently added estate planning and will drafting to my area of expertise.

I pride myself on establishing and maintaining relationships with my clients to ensure that they return to me when they need financial advice. I currently advise on Protection, Pensions, Investments, Savings & Inheritance Tax Planning.

I worked here for a short time before the business effectively shut down. I provided advice mainly for residential customers looking for a mortgage and mortgage advice. I was involved for a short time in commercial lending too. A lot of my time here was spent training and therefore had little time for sales.

I advised new and existing customers on mortgages. I helped first time buyers on the best deals available as well as people looking to re-mortgage to a better deal. Due to the type of business I always felt it was important to build long lasting relationships with the clients I dealt with to ensure they came back to me.

I joined Pearl in the July as an Insurance and Mortgage Consultant. I was a tied advisor and was able to offer advice to customers on AMP mortgages along with household insurance. Due to training and then subsequent redundancy and 3 months gardening leave I never really showed my true potential although I did get some good results for the time I was on the.

Education record

Education record