Fundraising Fox

Simon Andrews

Investor

Chartered Financial Planner at Family Capital

Sevenoaks, England, United Kingdom

Find your path to Simon

218 people in our graph share verified history with Simon β€” schools, employers, funds. One of them is your warm intro.

Abbie RobusunlockedSimon: together at Loughborough University
Γ—7Simon: together at Loughborough University
Γ—2Simon: together at The Chartered Institute for Securities & Investment (The CISI)
Simon: together at King Edward VI School, Southampton

About

Simon Andrews is a Partner at Family Capital and a Chartered Financial Planner holding the FPFS and IMC qualifications. He has worked in financial services for over 20 years, advising clients including families, individuals, and business owners on building wealth, protecting assets, and estate planning.

Experience

  1. Family CapitalPartnercurrent2023 β€” presentSevenoaks, England, United Kingdom
  2. aberdeenSenior Financial Planner2017 β€” 2023London, United Kingdom
  3. Baigrie DaviesFinancial Planner2013 β€” 2017Central London
  4. Standard LifeAccount Manager2001 β€” 2013Central London
  5. Standard LifeTrainee Account Manager2000 β€” 2001Central London
  6. Standard LifeNew Business Quotes and Administration1998 β€” 2000Southampton, United Kingdom

Skills & more

Pensions29Investments26Portfolio Management15Financial Planning13New Business Development4Asset AllocationFinance5Business Development4Financial Planners2Financial Risk2Financial Services5Retirement Planning10
+7 moreStrategic Financial PlanningWealth ManagementFinancial AdvisoryIncome ProtectionRetirementWealthManagement

From Simon's professional profile.

Colleagues at Family Capital

Frequently asked questions

Who is Simon Andrews?
Simon Andrews is a Partner at Family Capital and a Chartered Financial Planner holding the FPFS and IMC qualifications. He has worked in financial services for over 20 years, advising clients including families, individuals, and business owners on building wealth, protecting assets, and estate planning.
Where does Simon Andrews work?
Simon Andrews is Chartered Financial Planner at Family Capital.
Where did Simon Andrews go to school?
Simon Andrews studied at Chartered Insurance Institute (Chartered Financial Planner, PFS Fellowship); The Chartered Institute for Securities & Investment (The CISI) (CERTIFIED FINANCIAL PLANNER); Loughborough University (BSc Hons, Business Economics & Finance).

Same school

Also attended Chartered Insurance Institute22

+ 16 more

Also attended The Chartered Institute for Securities & Investment (The CISI)72

+ 66 more

Also attended Loughborough University110

+ 104 more

Also attended King Edward VI School, Southampton4

Shared employers