Andrew Wilson
Executive Director
Leeds
What attracted you to a career in wealth management?
Following completing my degree at University in Manchester I started my career as an Investment Consultant within the institutional pension industry and although I enjoyed the investment analysis, review and strategy aspects of managing money I recognised that the impersonal nature of this role meant a key aspect of my skills were not being fully realised. As a result I moved into the retail investment space twenty years ago and am now able to build lasting relationships where I am able to make meaningful impacts on client’s lives and goals.
What would you like to achieve for clients?
My goal is to provide a relationship with clients that allows them comfort and understanding in the journey we are on and that they have trust in the service they receive. I pride myself with the trust clients have in me to make the right decisions to meet their financial goals, and I strive to exceed their expectations whenever possible.
What are you passionate about in life?
Outside of work, besides spending quality time with my family and friends, I love travelling and eating out. We enjoy trips to America and Africa for Safaris along with foody trips to Spain. I am also keen to help support my local community and am a Trustee of a regional grant giving charity where we are able to make real impacts on people’s lives and communities. I am also a fan of most sports and can often be found out walking or ruining a good walk by playing golf.