Andrew Priest DipPFS
IFA at McHardy Financial Ltd- Claim this Profile
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Topline Score
Bio
Credentials
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Level 4 Diploma in Financial Advice (Dip FA)
IFS School of FinanceSep, 2012- Nov, 2024 -
J01 Personal Tax
Chartered Insurance InstituteJun, 2010- Nov, 2024 -
Certificate in Mortgage Advice and Practice (CeMAP)
Chartered Institute of Bankers in ScotlandSep, 1999- Nov, 2024 -
Financial Planning Certificate
Chartered Insurance InstituteJan, 1997- Nov, 2024 -
Statement of Professional Standing
IFS School of FinanceDec, 2015- Nov, 2024
Experience
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McHardy Financial Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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IFA
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Dec 2013 - Present
Providing independent advice for investment, protection, pension and mortgage to personal and commercial clients. Providing independent advice for investment, protection, pension and mortgage to personal and commercial clients.
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Clydesdale Bank
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Inverurie
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Mortgage Adviser
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Jul 2013 - Dec 2013
Providing mortgage advice to retail banking customers. Providing mortgage advice to retail banking customers.
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AXA Wealth
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United Kingdom
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Financial Services
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100 - 200 Employee
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Financial Planning Manager
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Jun 2010 - May 2013
Accountable for providing investment and insurance advice to bank customers and meeting company objectives. • Successfully coached and developed bank staff to produce quality leads • Consistently achieved “successful” company ratings • Recognised for compliant file quality Accountable for providing investment and insurance advice to bank customers and meeting company objectives. • Successfully coached and developed bank staff to produce quality leads • Consistently achieved “successful” company ratings • Recognised for compliant file quality
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Independent Financial Planning Manager
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May 2007 - Jun 2010
Provided investment and insurance advice to bank customers. Provided investment and insurance advice to bank customers.
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Financial advisor
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Jul 2002 - May 2007
Responsible for providing investment and insurance advice to bank customers. Responsible for providing investment and insurance advice to bank customers.
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Royal London
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United Kingdom
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Financial Services
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700 & Above Employee
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Area Sales Manager
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Dec 1984 - Jun 2002
Held various positions held within original company which was taken over twice. Provided investment and insurance advice to company clients. • Successfully managed team of agency staff to generate leads • Conducted quality checks to ensure customer service standards were consistently met Held various positions held within original company which was taken over twice. Provided investment and insurance advice to company clients. • Successfully managed team of agency staff to generate leads • Conducted quality checks to ensure customer service standards were consistently met
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Enrolled Nurse
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Sep 1980 - Dec 1984
Completed training and then worked as an enrolled nurse at Ladysbridge, Chalmers and Jubilee Hospitals. • Provided care to adults with learning difficulties in a residential environment. • Supervision and management of caring staff Completed training and then worked as an enrolled nurse at Ladysbridge, Chalmers and Jubilee Hospitals. • Provided care to adults with learning difficulties in a residential environment. • Supervision and management of caring staff
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Co-op
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United Kingdom
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Retail
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700 & Above Employee
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Trainee Manager
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Sep 1979 - Sep 1980
Responsible for general retail duties. Responsible for general retail duties.
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Education
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1975 - 1979
Banff Academy
Community
