Andrew Barker - Consultant - Leeds
Qualifications
Chartered Insurance Institute:
- Financial Planning Certificate
- Advanced Financial Planning Certificate:
- G10 - Taxations and Trusts
- G20 - Personal Investment Planning
- G60 - Pensions
- K10 - Retirement Options
- K20 - Pensions Investment Planning
Member of The Personal Finance Society
Experience
Andrew began his financial services career in 1991. Having worked for two large insurance companies, he broadened his experience through a spell in the private banking field.
Andrew now specialises in offering a financial planning service for clients who need objective assistance in organising their personal financial affairs. He delivers bespoke advice designed to help them more readily achieve their financial and lifestyle goals.
The focus of this work is predominantly with individual clients and with small to medium sized family run businesses.
Specialisation
Areas of expertise extend to Inheritance Tax Planning, Wealth Management and Retirement Planning for both individual and corporate clients.
The FSA does not regulate all forms of inheritance tax planning.