Andy Harris

Andy Harris Email and Phone Number

Commercial Director at Aspirations Financial Planning and The Sustainable Pension Company @ The Sustainable Pension Company
Andy Harris's Location
Greater Bristol Area, United Kingdom, United Kingdom
Andy Harris's Contact Details

Andy Harris work email

Andy Harris personal email

n/a
About Andy Harris

Aspirations Financial Planning is an independent, privately-owned IFA which specialises in Personal and Business Financial Planning, based just north of Bristol. Our aim is to provide clients with excellent value, quality advice, which will facilitate the achievement of their financial objectives. I have worked in financial services for over 30 years, the last 20 years concentrating on building and growing small to medium sized IFAs. I am responsible for expanding Aspirations, growing it organically and by acquisition. Our objectives are: 1. To recruit and lead a team of quality, professional advisers across the South West.2. To achieve significant new business growth from new advisers as well as the from the development of existing advisers.3. To remain independent and therefore offer every financial product on the market and give advisers complete freedom to offer genuine ‘best advice’. Adviser opportunities – due to a number of recent acquisitions, we are often looking for experienced Financial Planners, if you are interested in joining us as an employed IFA, please send me your CV. Contact – Tel: 01454 501 959 or email: andyharris@aspirationsfp.co.uk

Andy Harris's Current Company Details
The Sustainable Pension Company

The Sustainable Pension Company

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Commercial Director at Aspirations Financial Planning and The Sustainable Pension Company
Andy Harris Work Experience Details
  • The Sustainable Pension Company
    Commercial Director
    The Sustainable Pension Company Jan 2022 - Present
    Bristol, England, United Kingdom
    Recent research has revealed that investing into sustainable pensions is 21x more powerful than becoming vegetarian, giving up flying or switching to renewable energy. Through carefully constructed and actively managed portfolios, we help investors to save for their retirement whilst saving the planet. We review a broad range of global funds that invest in companies which meet environmental, social and governance (ESG) criteria. Our portfolios have a targeted weighting towards positive impact… Show more Recent research has revealed that investing into sustainable pensions is 21x more powerful than becoming vegetarian, giving up flying or switching to renewable energy. Through carefully constructed and actively managed portfolios, we help investors to save for their retirement whilst saving the planet. We review a broad range of global funds that invest in companies which meet environmental, social and governance (ESG) criteria. Our portfolios have a targeted weighting towards positive impact which includes companies that can demonstrate measurable benefits to the world. Show less
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  • Aspirations Financial Planning
    Commercial Director
    Aspirations Financial Planning Oct 2018 - Present
    Bristol, United Kingdom
    Aspirations is an IFA based just North of Bristol. We have ambitious plans to build and grow a quality business for whom advisers will want to work and by whom clients will want to be advised.
    View
  • Sfia Ltd
    Head Of Operations
    Sfia Ltd Feb 2012 - Oct 2018
    Twyford, Berkshire
    Responsible for all things operational including our client proposition, compliance and recruitment.I also continue to advise clients on all aspects of their Personal Financial Planning.
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  • Shaw Gibbs Financial Services
    Managing Director
    Shaw Gibbs Financial Services Oct 2004 - Feb 2012
    View
  • Lowes Financial Management
    Head Of Financial Planning
    Lowes Financial Management Apr 2003 - Mar 2004
  • Acuma
    Divisional Manager
    Acuma 1990 - 1996

Andy Harris Skills

Strategic Financial Planning Wealth Management Financial Advisory Retirement Planning Financial Services Estate Planning Financial Planning Pensions Business Strategy Business Planning Investments Management Income Protection Wealth Management Services Tax Advisory Critical Illness Trusts Savings Inheritance Tax Planning Investment Advisory Wealth Insurance Risk Management Investment Strategies Recruiting Tax Asset Allocation Asset Management Protection Retirement Portfolio Management School Fees Planning Alternative Investments Investment Management Financial Analysis Personal Financial Planning Strategic Planning High Net Worth Individuals Banking Corporate Finance Equities Private Banking Small Business Financial Risk Funding Income Tax Finance Mergers And Acquisitions Structured Products Relationship Management

Frequently Asked Questions about Andy Harris

What company does Andy Harris work for?

Andy Harris works for The Sustainable Pension Company

What is Andy Harris's role at the current company?

Andy Harris's current role is Commercial Director at Aspirations Financial Planning and The Sustainable Pension Company.

What is Andy Harris's email address?

Andy Harris's email address is an****@****a.co.uk

What skills is Andy Harris known for?

Andy Harris has skills like Strategic Financial Planning, Wealth Management, Financial Advisory, Retirement Planning, Financial Services, Estate Planning, Financial Planning, Pensions, Business Strategy, Business Planning, Investments, Management.

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