Andrew Storey

Group Innovation Director @Ev - Financial Solutions

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

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WORK HISTORY

Feb 2022 — Present

Group Innovation Director @Ev - Financial Solutions

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Newbury, GB

EDUCATION

2000

University of Reading

Diploma in Management

2004

Institute and Faculty of Actuaries

Fellow of Institute and Faculty of Actuaries, Actuarial

1999

Chartered Insurance Institute

Financial Planning Certificates 1, 2 and 3, Financial Planning

1992 — 1995

City St George’s, University of London

Bachelor's Degree, Actuarial Science

SKILLS

Business Relationship ManagementRetirement PlanningActuarial ScienceInheritance Tax PlanningWealthFinancial RiskAsset ManagementPortfolio ManagementFinancial AdvisoryUser Interface DesignRelationship ManagementAsset ManagmentAsset AllocationProposition DevelopmentFinancial PlanningStochastic ModelingBusiness DevelopmentRisk AssessmentWealth ManagementInvestment StrategiesAlternative InvestmentsFinancial ServicesPensionsRetirementStrategic Financial PlanningInvestment ManagementEmployee BenefitsDefined BenefitCreative Problem SolvingInvestmentsInvestment AdvisoryRisk ProfilingStakeholder ManagementPension Funds

ABOUT ANDREW STOREY

Create a simple and understandable way of seeing the potential outcomes of a financial choice.“ I’d seen this as a clear problem whilst completing redress calculations for the Pensions Review on final salary transfers which started me on a mission.That mission is to continually find better ways to use forecasting and suitability to give reassurance to consumers and their advisers when making financial decisions. Therefore I’m now creating groundbreaking hybrid and face to face advice and guidance experiences for our clients, using 25+ years of multi-channel financial planning calculations and tools experience.You may have also seen me speaking and as a panelist on how lifetime cash flow, psychometric risk questionnaires, fund risk profiling and simplified advice can help the consumer get the help they need in the way that they need it.

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