Summary

I provide investment advice and discretionary services for clients, companies & trusts on a bespoke basis.

Expertise


I help create the most suitable portfolios for returns on a risk adjusted basis using a spread of investments across different asset classes including UK and overseas equities, bonds & fixed interest, collectives, infrastructure funds and property.

I have over 8 years experience in helping clients make the right investment decisions and advising them on their investments during their professional career, optimising income up to and beyond retirement, tax efficient investments and managing family assets for the next generation.


Experience

  • WHIreland

    Investment Manager
    100+ Employees 2012 - Current
    WHIreland
  • Killik & Co

    Private Client Stockbroker
    100+ Employees 2010 - 2012
  • Pilling & Co

    Private Client Stockbroker
    21 - 100 Employees 2005 - 2010
  • TD Waterhouse

    Dealer
    100+ Employees 2004 - 2005

Qualifications

I have the following qualifications; CISI Certificate in Securities CISI Certificate in Investment Management (IMC) CISI Diploma in Private Client Investment Advice & Management (PCIAM RDR Requirement)

Clubs and Associations

Member (MCSI) of the Chartered Institute for Securities & Investments (CISI)

I am also a member of Withington Golf Club. If you fancy playing the course I'd be more than happy to arrange this on your behalf.

Interests and Hobbies

I enjoy keeping up to date with current affairs. I also enjoy reading about & researching individual companies both private and publicly listed. My other interests are golf, tennis, football & alternative assets such as fine wine!

Email Andrew

Popular Investment & Wealth Managers in Leeds

James Bowers Sovereign Wealth LLP Investment & Wealth Manager
  • Pensions
  • Unit trusts
  • Retirement Options
  • Cash Flow Planning
  • Business Protection
  • + 30 more
  • 34 postings
Philip Stoker Philip Stoker Investment & Wealth Manager
  • investment planning
  • Insured Employee Benefits
  • ISA's
  • Pensions
  • Income Protection
  • + 4 more
  • 9 postings
  • Pensions
  • investment planning
  • Inheritance Tax Planning
  • Wealth Management
  • Income Protection
  • + 17 more
  • 9 postings

Find the right professionals in Leeds

View The Full Index

Search By:

Submit your Enquiry here

Enquiry Details

Contact Details