Andrew Mence

Chartered Financial Planner @Wren Sterling

Selby, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2022 — Present

Chartered Financial Planner @Wren Sterling

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North Yorkshire, GB

We go through life planning to be successful in our careers or the running of businesses but how much time do we spend on our own personal planning? In my experience the time we make for our own planning isn\'t enough to achieve our ultimate goals. This might mean we fail to have the right insurances in place and miss opportunities to save tax efficiently. If this resonates with you, please read on - there\'s not too much more.As a Chartered Financial Planner I\'m passionate about working with professionals and their families to make a difference. My goal is to make a difference with the aim of adding value in the short and long term by working closely with you to fulfill objectives.

EDUCATION

1994 — 1997

Newcastle University

Bachelor's Degree, Ancient History & Archaeology

SKILLS

Retirement PlanningWealthIncome ProtectionAsset ManagementPortfolio ManagementFinancial AdvisoryFinancial PlanningWealth ManagementInvestment StrategiesFinancial ServicesPensionsRetirementStrategic Financial PlanningFinanceInvestmentsInvestment Advisory

ABOUT ANDREW MENCE

I listen to people talking about what makes them happy and, working together, tailor solutions that might help them accomplish things they cherish.I am a Chartered Financial Planner with nearly 20 years experience. I\'m qualified as a Fellow of the Personal Finance Society (FPFS)- the highest qualification available - and a member of SOLLA (Society of Later Life Advisers).

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Andrew Mence — Chartered Financial Planner at Wren Sterling in Selby, GB | Unifers