Andy Woodall Dip Pfs Certs Cii (Mp And Er) Email & Phone Number

High Wycombe, England, United Kingdom

Now turning his focus to client development in a non-advisory role, Andy is supported by an excellent client service team who are closely involved with the process of making client plans a reality. Andy helps clients understand their current financial circumstances and introduces them to dedicated financial advisers and area specialists to explore their complexities and help them reach their individual goals.We can also introduce clients to the services and support of our wider… Show more Now turning his focus to client development in a non-advisory role, Andy is supported by an excellent client service team who are closely involved with the process of making client plans a reality. Andy helps clients understand their current financial circumstances and introduces them to dedicated financial advisers and area specialists to explore their complexities and help them reach their individual goals.We can also introduce clients to the services and support of our wider business connections who complement our client centric approach and ethos. This includes companies such as: Partners& for any personal and business insurance needs; Beavis Morgan for accounting and business advisory services as well as strategy support; and Gladstonei365 Mortgage Brokers for mortgage advice and requirements. Show less

Top 60 Broker in the UK offering personalised bespoke financial planning services working with clients and their other professional advisers where appropriate. Introductions and referrals to other professional services provided to achieve long term goals of personal and family wealth planning.Exploitation of legislative changes to improve potential investment returns