Andy Brumby Email & Phone Number
Financial Planner @ TAG Financial Planning
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Andy Brumby Location
- Leeds, GB
Andy Brumby Work
- 2020 - now Financial Planner @
- 2020 - now Financial Planner @
- 2011 - 2015 Head of At Retirement Advice @
- 2018 - 2020 Project Manager @
- 2009 - 2017 Senior Project Manager - Wraps and Platforms @
- 2009 - 2017 Head of Data, Business Intelligence and Analytics @
- 2009 - 2015 Head of Platforms @ Towergate Financial (North) Limited
- 2017 - now Non Executive Director @
- 2005 - 2008 Company Director and IT Director and IFA @ Paramount Group
Andy Brumby Education
- Queen's University Belfast
BSc Hons (Geography)
1991 - 1994
Andy Brumby Skills
- Pensions
- Wealth Management
- Financial Services
- Investments
- Strategic Financial Planning
- Relationship Management
- Stakeholder Management
- Asset Management
- Inheritance Tax Planning
- Income Protection
- Portfolio Management
- Insurance
- Financial Risk
- Risk Management
- Retirement
- Retirement Planning
- Financial Advisory
- Critical Illness
- Wealth
- Savings
- High Net Worth Individuals
- Protection
- Management
- Program Management
- Customer Service
- Research
- Leadership
- Stakeholder Engagement
- Financial Planning
- Business Acumen
- Data Analysis
- Proof of Concept
- Mentoring
- Performance Appraisal
- Technical Staff Management
- Senior Stakeholder Management
- Change Management
- Business Intelligence
- Project Management
Andy Brumby Summary
- Andy Brumby, based in Leeds, GB, is currently a Financial Planner at TAG Financial Planning Ltd. Andy Brumby brings experience from previous roles at True Wealth Group, Wren Sterling and Brown Shipley. Andy Brumby holds a 1991 - 1994 BSc Hons in Geography @ Queen's University Belfast. With a robust skill set that includes Pensions, Wealth Management, Financial Services, Investments, Strategic Financial Planning and more. Andy Brumby has 2 emails and 1 mobile phone numbers on RocketReach.
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Andy Brumby
Financial Planner
Leeds, GB
Top TAG Financial Planning Employees
Andy Brumby
Financial Planner
Leeds, GB
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