Andrew Barton
Financial Planning Director @Schroders Personal Wealth
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WORK HISTORY
Financial Planning Director @Schroders Personal Wealth
Newcastle upon Tyne, GB
I specialise in providing Holistic Financial Planning and Wealth Management solutions for High Net Worth private clients, families and business owners in the North East and Yorkshire, with a minimum of investable assetsProviding advice on Discretionary Fund Management, complex Retirement Planning, Estate and Trust Planning and tax planning including specialist tax advantaged investments
EDUCATION
The University of Manchester
ICA Certificate in Anti Money Laundering and Sanctions Compliance, Financial Forensics and Fraud Investigation
ABOUT ANDREW BARTON
As a highly motivated, trusted and qualified Financial Planner and Wealth Manager and with over 20 years experience in financial services, I have extensive knowledge and a proven record of helping clients achieve their ambitions.How I do this is by gaining an understanding of what is really important to you and building a bespoke financial plan, in order to achieve your objectives.Professional at all times, with a tailored approach to building long lasting trusted relationships with my clients.Schroders Personal Wealth have over 400 years of combined heritage in providing expert Financial Planning and Wealth Management to private individuals, business owners and their families to help them achieve their hopes and speaking within a personal capacity and my views do not necessarily reflect the views of my employer
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