Andrew Horner BA(Hons) DipCII CeMAP
Wealth Manager at Norfolk Wealth Management- Claim this Profile
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Bio
John Piercy
Andrew has worked for my team at SPW since April 2020 and as very quickly shown his skills and capability as a financial adviser. He is conscientious, hard working and creative with solutions to meet and exceed clients needs and aspirations. Feedback from his clients has been extremely positive and I've been very impressed with how proactive he is, particularly in building new relationships and attracting new business - all of which has been completed remotely due to the ongoing pandemic. I would highly recommend Andrew both as an adviser and an employee.
John Piercy
Andrew has worked for my team at SPW since April 2020 and as very quickly shown his skills and capability as a financial adviser. He is conscientious, hard working and creative with solutions to meet and exceed clients needs and aspirations. Feedback from his clients has been extremely positive and I've been very impressed with how proactive he is, particularly in building new relationships and attracting new business - all of which has been completed remotely due to the ongoing pandemic. I would highly recommend Andrew both as an adviser and an employee.
John Piercy
Andrew has worked for my team at SPW since April 2020 and as very quickly shown his skills and capability as a financial adviser. He is conscientious, hard working and creative with solutions to meet and exceed clients needs and aspirations. Feedback from his clients has been extremely positive and I've been very impressed with how proactive he is, particularly in building new relationships and attracting new business - all of which has been completed remotely due to the ongoing pandemic. I would highly recommend Andrew both as an adviser and an employee.
John Piercy
Andrew has worked for my team at SPW since April 2020 and as very quickly shown his skills and capability as a financial adviser. He is conscientious, hard working and creative with solutions to meet and exceed clients needs and aspirations. Feedback from his clients has been extremely positive and I've been very impressed with how proactive he is, particularly in building new relationships and attracting new business - all of which has been completed remotely due to the ongoing pandemic. I would highly recommend Andrew both as an adviser and an employee.
Credentials
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Certificate in Mortgage Advice and Practice CeMAP
The London Institute of Banking & Finance -
Diploma in Regulated Financial Planning
Chartered Insurance Institute
Experience
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Norfolk Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Wealth Manager
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Apr 2021 - Present
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Schroders Personal Wealth
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United Kingdom
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Financial Services
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700 & Above Employee
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Personal Wealth Adviser
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Apr 2020 - Apr 2021
Managing a portfolio of on-going client relationships and introductions. Ensuring we understand the needs of our clients by providing holistic financial advice to review and meet our client's immediate and ongoing financial needs. The use of the Cash flow modelling tool, Voyant. Skilled in interactive planning, forecasting client future income and future plans and providing illustrations on appropriate client solutions across all services, including portfolio management, estate planning… Show more Managing a portfolio of on-going client relationships and introductions. Ensuring we understand the needs of our clients by providing holistic financial advice to review and meet our client's immediate and ongoing financial needs. The use of the Cash flow modelling tool, Voyant. Skilled in interactive planning, forecasting client future income and future plans and providing illustrations on appropriate client solutions across all services, including portfolio management, estate planning and insurance recommendations. Providing continued quality service throughout the pandemic, supporting my clients through the use of Microsoft Teams meetings and undertaking Webinars with client portfolio on subjects such and gifting and integrational wealth. Show less Managing a portfolio of on-going client relationships and introductions. Ensuring we understand the needs of our clients by providing holistic financial advice to review and meet our client's immediate and ongoing financial needs. The use of the Cash flow modelling tool, Voyant. Skilled in interactive planning, forecasting client future income and future plans and providing illustrations on appropriate client solutions across all services, including portfolio management, estate planning… Show more Managing a portfolio of on-going client relationships and introductions. Ensuring we understand the needs of our clients by providing holistic financial advice to review and meet our client's immediate and ongoing financial needs. The use of the Cash flow modelling tool, Voyant. Skilled in interactive planning, forecasting client future income and future plans and providing illustrations on appropriate client solutions across all services, including portfolio management, estate planning and insurance recommendations. Providing continued quality service throughout the pandemic, supporting my clients through the use of Microsoft Teams meetings and undertaking Webinars with client portfolio on subjects such and gifting and integrational wealth. Show less
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Santander UK
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United Kingdom
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Banking
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700 & Above Employee
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Financial Planning Manager
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Apr 2019 - Apr 2020
Responsible for advising, servicing, and building great customer relationships. Understanding customer objectives and financial goals and providing investment solutions through Santander's Streamlined Investment Advice proposition.
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Mortgage and Protection Adviser
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Apr 2014 - Apr 2019
Providing advice on a full mortgage product range and life insurances e.g., term assurance, critical illness and home insurance. Proactive in the generation of mortgage business. Identifying and contacting potential new mortgage customers and servicing existing Mortgage customers through the branch network
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TSB Bank
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United Kingdom
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Banking
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700 & Above Employee
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Mortgage and Protection Adviser
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Dec 2012 - Apr 2014
Playing my part in the the re-emergence of TSB. Providing advice on a full mortgage product range and life insurances e.g., term assurance, critical illness and home insurance Playing my part in the the re-emergence of TSB. Providing advice on a full mortgage product range and life insurances e.g., term assurance, critical illness and home insurance
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Lloyds Bank
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United Kingdom
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Banking
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700 & Above Employee
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Mortgage and Protection Adviser
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Jan 2010 - Dec 2012
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Barclays
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United Kingdom
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Financial Services
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700 & Above Employee
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Personal Banker
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Sep 2003 - Jan 2010
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Education
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2016 - 2018
Chartered Insurance Institute
Diploma in Regulated Financial Planning, Financial Planning and Services -
1999 - 2003
Norwich College
BA(Hons), Hospitality Administration/Management
Community
