Andrew Milner

What attracted you to a career in wealth management?

I began my career with Stock Beech & Co, in Birmingham, shortly after having completed a BSc Honours degree in Psychology at Birmingham University. I soon discovered that my interest in people easily found expression in being able build personal relationships with clients which I believe is an essential aspect of wealth management. I pride myself on delivering a high level of client care and enjoy building long-last relationships with generations of families, and their professional advisers. I bring over 30 years’ experience to the role and have the support of a well-resourced and experienced team. Together, we provide considered and coherent investment solutions for our clients. I am a Fellow of the Chartered Institute of Securities and Investment (FCSI) and, prior to university, went to Oundle School, Northants.

How do you work with / look after clients?

My main priority is to ensure a seamless, transparent, and trustworthy relationship with clients. I believe this to be the only way to thrive as an Investment Manager, while ensuring the highest possible client satisfaction. My clients know that their investment portfolios are taken care of with the highest qualitative standards, backed by extensive research and unique industry insights. I pride myself with the trust clients have in me to make the right financial decisions to meet their financial goals, and I strive to exceed their expectations whenever possible.

I have many years’ experience in the management of private client portfolios, company pension schemes, charities, SIPPs, offshore bonds, and trusts. I specialise in the management of Court of protection Settlements, in particular.

What are your interests outside of work?

Outside of work, apart from spending quality time with family and friends, I undertake a range of outdoor pursuits including skiing, horse riding, and keeping fit. I am a keen musician, gardener, and enjoy travelling. I am actively involved in charitable activities and am a trustee of The Limoges Trust. I was recently appointed a Governor of The Blue Coat School, Birmingham, and sit on their Finance & Estates Committee.