Andrew Heap Email & Phone Number
Director @ Perspective (North East) Ltd
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Andrew Heap Location
- United Kingdom
Andrew Heap Work
- 2020 -now Independent Financial Advisor @
- 2023 -now Director @
- 2018 -2019 First Officer @ Thomas Cook Airlines Limited
- 2009 -2019 Partner @ St. James's Place Wealth Management
- 2012 -2013 Mentor @ MYCCI
- 2001 -2009 Financial Adviser @
Andrew Heap Education
- Modular flight training
Air Transport Pilots Licence (Aeronautics/Aviation/Aerospace Science and Technology, General)
2015-2018 - Chartered Insurance Institute
Diploma in Financial Services (Financial Planning and Services)
2003-2015
Andrew Heap Skills
- Diploma in Financial Planning (DipPFS)
- Inheritance Tax Planning
- Wealth Management
- Retirement Planning
- Income Protection
- Pensions
- Investments
- Strategic Financial Planning
- Critical Illness
- Retirement
- Small Business
- Protection
- Wealth
- Investment Strategies
- Financial Advisory
- Estate Planning
- Tax
- Investment Advisory
- High Net Worth Individuals
- Savings
- Wealth Management Services
- Expatriate Tax
- Finance
- Fixed Annuities
- Financial Planners
- Insurance
- Financial Services
- Life Insurance
- Personal Finance
- Financial Planning
- Diploma In Financial Planning Dippfs
Andrew Heap Summary
- Andrew Heap, based in United Kingdom, is currently a Director at Perspective (North East) Ltd. Andrew Heap brings experience from previous roles at Perspective Financial Group Ltd, Thomas Cook Airlines Limited, St. James's Place Wealth Management and MYCCI. Andrew Heap holds a 2015 - 2018 Air Transport Pilots Licence in Aeronautics/Aviation/Aerospace Science and Technology, General @ Modular flight training. With a robust skill set that includes Diploma in Financial Planning (DipPFS), Inheritance Tax Planning, Wealth Management, Retirement Planning, Income Protection and more. Andrew Heap has 1 emails and 1 mobile phone numbers on RocketReach.
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