Andrew Collett
Independent Financial Adviser at Greentree Wealth Management Ltd
Based in Blakedown, United Kingdom
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Seniority
Staff
Department
Finance & Accounting
Location
Blakedown
Industry
Financial Services
Company size
4
Contact information
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a•••••••@greentreewealth.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Andrew Collett
I have been a financial adviser for twenty years, initially at a large High Street bank and then a local independent financial adviser firm. In January 2023, I joined Greentree Wealth Management Ltd. As an Independent Financial Adviser, I deal primarily with small to medium sized businesses, business owners and their employees. I advise mainly in areas such as retirement planning, investments and protection. My client base has continued to grow, mainly through recommendations from existing clients, and referrals from professionals such as accountants and solicitors. Specialties: I hold the following professional designations: CertCII and DipPFS.
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