Andy McAteer
Chartered Financial Planner, Associate Director @Evelyn Partners
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WORK HISTORY
Chartered Financial Planner, Associate Director @Evelyn Partners
Bracknell, GB
EDUCATION
University of Kent
Bachelor of Science (BSc.)
SKILLS
ABOUT ANDY MCATEER
I am part a small team of 4 financial planners and we work collegiately to offer a highly personalised service for our clients. We offer a bespoke and personal service to all our clients, aiming to provide them with a clear understanding of their overall financial situation, and build robust financial plans to help them achieve what they want out of life.In our team we have an array of specialisms including; international clients, NHS practitioners, professional partners, business owners, and divorce. We have built up long-standing, collaborative relationships with accountants and solicitors to assist our clients, or we can work together with existing advisers in order to provide a seamless service to our clients. We offer a wide range of services and can help clients with all areas of financial planning:Personal & Business Protection • Business Exit Planning • Retirement Planning • Retirement Advice • Cashflow Planning • Investment & Cash Management Services • Preserving Wealth • Inheritance Tax Planning • Trusts • Divorce Planning •Evelyn Partners is a leading national financial planning & investment group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with £50 billion of their assets.
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