Andrew Smith Imc Email & Phone Number

United Kingdom

At MindSavvy, we deliver practical solutions to manage daily lifestyle challenges. Our digital platform provides a course on building mental strength, toughness, and resilience. Using proven techniques from elite sports and business, we offer validated and efficient mental strengthening solutions.MindSavvy empowers individuals to lead healthier, happier, and more centred lives.We focus on mental strength and financial resilience, followed by practical, proven, and affordable health advice on nutrition and fitness.

Pain we are solving: more than 15m people in the UK can no longer get access to a financial adviser.A digital solution aimed at the majority of the UK population with less complex needs and smaller sums to invest, a group crying out for a financial planning solution instead of always being sold a product. MoneySavvy answers the most important customer question of all: Am I/Will I be OK for money?Designed by a highly experienced financial services team and a network of industry experts, the MoneySavvy app gives every customer a personal “financial wellness” score telling them where they are and a tailored financial plan to achieve financial security and success for their family. We will enter the market working with the Financial Adviser community, a group we know intimately, providing a solution for orphan clients they can no longer afford to service due to changes in regulation. This opportunity alone is conservatively 15 million people with £840 billion of assets that need attention. The proprietary algorithm which powers our score and financial planning is based on fundamental industry principles and we know that if a customer applies these to their finances, they’ll be better off and move toward an optimal financial position. MoneySavvy is a team driven by a desire to create a solution that democratizes financial planning.For shareholders, our model is infinitely scalable and creates a huge recurring asset management and financial planning income business.We are currently raising £500,000 under EIS. Watch our introductory videos at www.moneysavvy.co.uk and www.moneysavvy.co.uk/advisers

London, England, United Kingdom

Unlocking the value in residential property, the UK’s largest asset class.Liquidity4Life® is a innovative software platform which allows customers to switch the value in their property from bricks and mortar to a property based investment portfolio they can drawdown to fund their lifestyle, while still retaining control over their property and living in it. Home Drawdown® is the first solution in a long line that Liquidity4Life® will bring to the UK market.Liquidity4Life and its Home Drawdown products will revolutionise financial planning and the retirement income available to the asset rich and income poor.www.liquidity4life.co.uk

An M&A team, well-resourced and with unique expertise.Wealth Holdings brings a seasoned and bespoke approach delivering on mergers and acquisitions in the IFA, Wealth Management and Fintech markets.Our partnership with IFA Magazine concluded in 2023 creates not just a leading M&A business but one which has the unique capacity to communicate with both sellers and buyers on an unprecedented level. The team of experienced financial journalists and marketeers are able to make sure all stakeholders in the M&A chain are fully up to date with the latest opportunities, regulation and the best available options for their clients, staff and their businesses.Wealth Holdings has been involved in numerous financial services businesses over the years ranging from mergers and acquisitions; building IFA businesses from start-up through to sale; developing nationwide consolidation models through to building wrap platforms and developing a range of new products.We believe we are uniquely positioned to assist the biggest Consolidators on a major acquisition push as well as provide a very personal service to the niche specialist advisory firm looking to commence their succession and exit planning.

London

The Sentinel partnership is a unique proposition which brings together industry leading financial technology, marketing solutions and consultancy expertise to deliver a revolutionary new online servicing capability. We work in true partnership with a growing portfolio of clients which includes asset managers, platforms, affinity groups, but primarily with advice and financial planning firms who are seeking to protect, grow and transform their business through the advancement of digital technology and new servicing channels. Our partners use Sentinel’s core engine and component parts to drive cost efficiency and operational effectiveness into advice and service delivery particularly for the mass-market client. At the heart of our proposition is a solution that has been developed to meet the evolving needs of the end consumer in a rapidly changing regulatory and low cost online environment.The RDR has unexpectedly created the often talked about ‘advice gap’ for many mass affluent clients. We have set out to create a service for use by advisory firms to provide an efficient and profitable online advice and servicing capability for those disaffected clients, enabling them to reengage effectively in the mass affluent segment in tandem with their core HNW client proposition.Sentinel’s primary focus is to help advisory firms enhance their business models particularly with the approaching sunset clause in 2016, powering delivery and advice processes across wider segments of their historic client base.

I was initially a Non Executive Director and then Chairman of Legacy Asset Systems, a company specialising within the Financial Services Industry in the large-scale migration of assets from typically old style products/pricing structures to new investment solutions hosted on wrap platforms. The focus was on servicing platforms, Advisers, Fund Management Houses etc.

I left Succession Advisory Services in 2012 where I was one of four Founder shareholders, originally Investment Director and latterly Chief Operating Officer. During this time I led the due diligence team on our platform partner; constructed an Investment Matrix of leading Fund Management houses; supervised the build of an online Training Academy and worked on the strategic direction of the business.

One of our core activities for this company was running a Joint Venture with American Express for over four years, which involved building a global trading platform, a suite of business development services for wealth management firms and funding from American Express Bank for acquisition and consolidation. During this time I negotiated pricing deals, created new fund structures and worked closely with many of the global Fund Management houses, in particular Goldman Sachs International.Digital Solutions

My first company was in partnership with one of the UK’s leading Accountancy firms, Fraser Russell where I successfully brought in Rupert Hambro, head of the Hambro family and Michael Hepher (previously CEO of British Telecom) as fellow Main Board Directors and Shareholders. The business, called HambroFraserSmith, ran a national franchise of 24 IFA firms and was a leading provider of wealth management services to the Accountancy and Legal professions.

Investment Management Certificate

Advanced Certificate And Levels 1 & 2, Wine Investment

I concentrated on fine wine as an investment medium

Ba Hons, History

Alevels And O Levels