Andrew Marsden FPFS

Chartered Financial Advisor at SHERWOOD SOLUTIONS, Senior Partner Practice St. James's Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Credentials

  • Certificate in Mortgage Advice
    Chartered Insurance Institute
    Jan, 2013
    - Sep, 2024
  • QCF Level 4 Diploma in Financial Planning
    Chartered Insurance Institute
    Jan, 2012
    - Sep, 2024
  • Certificate in Financial Planning
    Chartered Insurance Institute
    Jan, 2011
    - Sep, 2024

Experience

  • SHERWOOD SOLUTIONS, Senior Partner Practice St. James's Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Advisor
      • Oct 2019 - Present

      My core value is to build and maintain long term trusting relationships with my clients. Through St. James’s Place’s distinctive approach to Wealth Management I am able to help my clients and their families with: Investment Planning Inheritance tax planning Retirement strategies Intergenerational Wealth Protection Planning When I am not working I enjoy spending time with my wife Carron. We enjoy travelling around the world and have explored many unusual and exciting locations. I enjoy the trill of adrenaline activities - I have taken part in skydiving, para-gliding and even bobsleigh. I am also a qualified scuba diver and have a keen interest in aviation and running. The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Sherwood Solutions is a trading name of Sherwood Corporate Solutions Limited

  • Simon Martin Financial Planning, Partner Practice of St. James's Place Wealth Management
    • Adviser
      • Aug 2018 - Oct 2019
  • Andrew Marsden Financial Services Ltd
    • Director
      • Mar 2014 - Aug 2018

      Working with to major Financial Institutions and providing services including - Complaint Handling and remediation - New Business Reviews - FCA Thematic Reviews - Coaching and Development of Financial Consultants and Mortgage Advisers - Project Management - Compliance projects and audits Working with to major Financial Institutions and providing services including - Complaint Handling and remediation - New Business Reviews - FCA Thematic Reviews - Coaching and Development of Financial Consultants and Mortgage Advisers - Project Management - Compliance projects and audits

  • Royal Bank of Scotland
    • Banking
    • 1 - 100 Employee
    • Area Manager
      • Feb 2002 - Dec 2013

      I managed a team of Financial Planning Managers in the Private Banking, Retail and Protection sectors, to deliver business performance objectives whilst ensuring exceptional customer service and outcomes within the required regulatory framework. My focus was to develop the individuals to ensure they maximised their true potential whilst meeting customers and whilst working closely with our internal counterparts and stakeholders.

    • Deputy Area Manager
      • Jan 1999 - Jan 2002

    • Financial Adviser
      • Mar 1997 - Jan 1999

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