Andrew Pearce
Regional Head of Client Service & Operations @Ascot Lloyd
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WORK HISTORY
Regional Head of Client Service & Operations @Ascot Lloyd
SKILLS
ABOUT ANDREW PEARCE
Diploma in Regulated Financial Planning (Level 4) qualifiedRoles include- Product research in respect of life insurance, investments and pensions, including Collective investments, bonds, SIPPs and Income Drawdown contracts- Investment fund research and technical analysis in support of IFA/Senior Director- Drafting client facing documentation, such as suitability letters, investment reports, retirement reports, pension transfer reports, annual drawdown reviews/reports, IHT planning reports- Producing full portfolio valuations. Conducting asset analysis research and producing client facing presentations as part of annual/bi-annual reviews- Managing client accounts for IFA/Senior Director with client bank in excess of 200, including high net worth (AUM >£1-2m).Projects have included- Completion of a 20-page slideshow presentation, and accompanying handout set, for IFA to present to employees at a multi-national business in respect of prospective changes to their company pension scheme and associated legislation- Formulation of a review database used to systematically convert client accounts to post-RDR structure over a 2-year period.Cert PFS qualified. Exams passed-Financial Planning Certificate:FPC 1CFP 2 CFP 3CFP 4CFP 5Diploma in Regulated Financial Planning:R01R02R03R04R05R06
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