Andy Walters

Andy Walters Email and Phone Number

Practice Director @ TrinityBridge
Evesham, GB
Andy Walters's Location
Evesham, England, United Kingdom, United Kingdom
About Andy Walters

Areas of expertiseOver 30 years experience providing holistic financial planning advice. I enjoy helping my clients to reach their individual financial planning goals.Experienced presenter of financial planning seminars and webinars to a range of FTSE 100 companies. Service areas• Holistic financial planning• Life stage event planning – identifying and prioritising your objectives• Retirement planning• Tax efficient planning – Income Tax, Capital Gains Tax, Inheritance Tax• Investment solutions• Protection for you and your family.Professional qualifications• Certificate in Financial Planning• Diploma in Financial Planning• Member of the Chartered Insurance Institute• The Award in Long Term Care Insurance• Certificate in Mortgage Advice.Personal interestsSpending time with my family. Playing, coaching and watching rugby.

Andy Walters's Current Company Details
TrinityBridge

Trinitybridge

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Practice Director
Evesham, GB
Website:
bit.ly/4l025cO
Employees:
526
Andy Walters Work Experience Details
  • Trinitybridge
    Practice Director
    Trinitybridge
    Evesham, Gb
    View
  • Close Brothers Asset Management
    Practice Director, Close Brothers Financial Education Services
    Close Brothers Asset Management Jun 2024 - Present
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  • Close Brothers Asset Management
    Financial Planning Specialist
    Close Brothers Asset Management Jan 2017 - Present
    View

Andy Walters Skills

Management Banking Financial Services Wealth Management Financial Planning Crm Risk Management Credit Portfolio Management Retail Banking Relationship Management Business Analysis Financial Analysis Leadership Mortgage Lending Investments Loans Financial Advisory Personal Financial Planning Inheritance Tax Planning

Frequently Asked Questions about Andy Walters

What company does Andy Walters work for?

Andy Walters works for Trinitybridge

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

Andy Walters's current role is Practice Director.

What skills is Andy Walters known for?

Andy Walters has skills like Management, Banking, Financial Services, Wealth Management, Financial Planning, Crm, Risk Management, Credit, Portfolio Management, Retail Banking, Relationship Management, Business Analysis.

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