Andy Taylor
Chartered Wealth Manager | Head of Investment Strategy
Andy has worked in financial services for over 15 years. He joined us from Sarasin & Partners, where he spent eight years, latterly as a Senior Investment Manager managing portfolios for high-net-worth clients. Prior to that, he worked for a financial adviser in Yorkshire.
He is a Chartered Fellow of the CISI, holding the Level 7 Chartered Wealth Manager qualification alongside the Level 6 Certificate in Advanced Financial Planning . He is currently studying towards Chartered Financial Planner status with the CII.
Outside of work, when he's not spending time with his young family, Andrew is usually engrossed in music - whether listening, playing, going to gigs, or adding to his growing guitar collection.
Qualifications
Chartered Fellow of the Chartered Institute for Securities & Investments
CISI Level 7 Diploma in Wealth Management
CISI Level 6 Certificate in Advanced Financial Planning
CII Level 4 Diploma in Financial Planning
CII Diploma in Regulated Financial Planning
CII AF1 - Personal Tax and Trust Planning
CII Certificate in Mortgage Advice
CII Certificate in Securities Advice and Dealing
CII Certificate in Discretionary Investment Management
CFA Institute Investment Management Certificate
BSc Popular Music Production
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