Andrew Wenzel - WENZ Financial Planning


3 Moorgate, Lechlade, GL7

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Type of Adviser: Independent (What's this?)
Top 5 specialisms: Financial Planning - Personal, Investment Planning, Pensions, Inheritance Tax, Protection Arrangements
Qualifications: Associate, Personal Finance Society (PFS), Certificate in Lifetime Mortgages (IFS), Certificate in Mortgage Advice and Practice (IFS), Certificate in Investment Management, Investment and Risk, Certificate in Mortgage Advice, Certificate in Financial Planning and Lifetime Mortgages Activities, Certificate in Financial Planning and Long-Term Care Insurance, Pensions simplification, Taxation and Trusts, Personal Financial Planning, Business Financial Planning, Pensions, Investment Portfolio Management, Long term care, life and health protection, Holistic Financial Planning, Investment Management Certificate, Investment Management Asset Allocation Qualification, Trusts, Pension funding options, Pension income options, Retirement Options, Pensions Investment Options, Mortgage Advice Qualification, Saving and Investment
Years as a regulated adviser: 3
Remuneration method: Either
FSA Registration Number: 485862 (Check this)

Financial Planning & Wealth Management Specialists.
-Mortagges
-Savings and Investments
-Pensions and Retirement Planning
-Personal and Business Protection
-Inheritance Tax Planning
-Estate Development and Management

Andrew is results driven and client focused and specialises in providing complete and holistic Financial Planning Advice. Historicaly he has worked up to and including Board Level acquiring a unique blend of experience gained from periods in Retail, Importer/Distributor, Manufacturer & Financial Services sectors both Nationally & Internationally. More than 20 years of Executive Management experience and a proven record of success.
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