Andy Lee
Owner @The Ralstan Group
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WORK HISTORY
Owner @The Ralstan Group
Manchester, GB
My 35+ years of experience gives me a considerable and unique insight into a client\'s estate planning requirements, reflecting the constantly changing landscape at home and abroad. The Ralstan Group is a family owned business. We pride ourselves in making it easy for your clients to meet their estate planning objectives.We know that good relationships are key to success. Therefore, we have worked hard to secure key professional partners to assist in providing clients with the most reliable and conscientious advice possible. Our panel of professional partners ensure that your client\'s tax and estate planning needs are achieved and long term relationships are built.We recognise that no one person, company or service can be a specialist in all fields. As a result, we partner with like minded experts to provide bespoke and joined up advice. This is essential to helping clients achieve the very best outcomes.Above all, working closely with Accountants, Solicitors and Financial Advisors, we can assist in finding the right solutions that suit the clients requirements.
SKILLS
ABOUT ANDY LEE
I have over 30 years experience in the UK and International marketplace. My experience has been gained from working for HSBC and EFG, an International Insurance Company, and 2 tax and trust planning advisory businesses. I\'ve worked alongside many substantial businesses including Banks, UK and International Investment Managers and Insurance Companies, advising clients on strategies, and assessing the constant changes present in the UK and International tax planning environment. My experience includes working with organisations including the Law Society, Personal Finance Society, IFA Networks, and Property Landlord organisations. My experience has given me a considerable insight into a client\'s planning requirements reflecting the constantly changing landscape at home and abroad. Working closely with Accountants, Solicitors, Wealth Managers and Financial Advisors.Specialities : Business development, Marketing of tax, trust and estate planning solutions, Public speaking, Project Management and Customer Relationship Management
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