This meeting isn’t designed to give you specific advice about your situation. We understand that you have come to a financial adviser in order to improve your personal wealth and to plan for the future.
This is a chance to get to know us, to see how we work, to get a sense of whether you feel comfortable with us and for us to explain our services and how we charge for the provision of initial advice and for ongoing services.
For example, paying an hourly rate for advice about inheritance tax, or a percentage for advice about your investments. Based on our discussion of the scope and complexity of work, we will aim to tell you how much the service you need will cost, or at least give you an estimate.
Complex advice would include retirement benefits, inheritance/estate planning and long term care provision. This type of work requires more specialised knowledge and complex research involved takes more time.
Investment advice, is for people who wish to have some assistance in selecting items to make up their investment portfolio. This advice can be purchased as a single stand-alone unit, or can be coupled with an ongoing monitoring and review service.
Andrew’s experience is broad and ranges from tax planning, high and low level investigations, mitigation involving dual resident individuals from Europe, Canada and USA. He has been involved in a National Sports Body representing the UK, and its structure and funding, quite apart from providing planning and tax solutions for individuals and companies. The combination of experience and multiple qualifications that complement each other have meant that many clients have remained to have advice throughout their lives, receiving inter- generational wealth planning that can be so important.
Mostly tax work – for example - UK side of multi-jurisdictional personal tax, landlord accounts, inheritance tax, and complex estate administration.
Strong background in mathematics and derivative instruments. BSc Hons University of Pennsylvania (Wharton); MBA (INSEAD); whilst at UBS, also held qualification as Securities, Futures and Derivatives Representative on Equity Derivatives Sales desk. Please refer to my LinkedIn profile for more details.