Financial Planner@ Fidelius Group
Southampton, United Kingdom
Sandy McPherson
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FlashIntel GPTSandy McPherson is a highly experienced Financial Planner with 19.3 years of work experience. She specializes in wealth management, strategic financial planning, and pensions. Sandy has worked at reputable companies such as Fidelius Group and Charles Stanley & Co. Limited, where she provided financial planning consulting and advisory services. She is skilled in retirement planning, investment strategies, and tax efficiency. Sandy is currently based in Southampton, United Kingdom and is known for her expertise in tax planning and estate tax planning.
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About
Financial Planner at Menzies Wealth Management Ltd ... financial planning service through their expertise in complementary areas including tax planning.
Work Experience
Financial Planner
Financial Planner
Financial Services
Sandy McPherson's Professional Milestones
- Financial Planning Assistant (2007-08-01~2010-12-01): Streamlined financial processes, enhancing efficiency and accuracy of financial reporting.
- Administrator (2004-07-01~2007-07-01): Streamlined office operations to increase efficiency and productivity.
Skill
Wealth Management
High Net Worth Individuals
Strategic Financial Planning
Pensions
Financial Advisory
Retirement Planning
Financial Planning
Investment Strategies
Investments
Wealth
Tax Efficiency
Asset Allocation
Wealth Preservation Planning
Business Development
Income Protection
Financial Planners
Finance
Independent Financial Advice
Estate Tax Planning
Risk Assessment
Individual Pension Plans
Savings
Protection
Cash Flow Forecasting
Estate Planning
Financial Services
Inheritance Tax Planning
Certification
Colleagues
Jim Grant
Chief Executive Officer
Carlton Hall
director at fidelius limited
Marie Winfield
Human Resources Director
Duncan McKillop
Director Of Corporate Development
Ian Fowler
chief operating officer at fidelius group
Other Named Sandy McPherson
Frequently asked questions
We found 4 Sandy McPherson's email addresses
We found 1 Sandy McPherson's phone numbers
Sandy McPherson works for Fidelius Group
Sandy McPherson's role in Fidelius Group is Financial Planner
Sandy McPherson works in the industry of Financial Services
Sandy McPherson's colleagues are Jim Grant,Carlton Hall,Marie Winfield
Sandy McPherson's latest job experience is Financial Planner at Fidelius Group
