Andy Cruse Email & Phone Number
Chartered Financial Planner @ John Scott Davidson Ltd
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Andy Cruse Location
- Stirling, GB
Andy Cruse Work
- 2021 -now Chartered Financial Planner @
- 2010 -2021 Director @ Cruse Wealth Management Ltd
- 2007 -2010 Client Manager @
- 2003 -2007 Personal Financial Advisor @ HBOS
- 1998 -2003 Senior Savings and Protection Advisor @
Andy Cruse Education
- Loughborough University
Master’s Degree (Wealth Management)
2015-2018 - Fellow of The Personal Finance Society
(Finance)
1999-2014 - Society of Trust and Estate Practitioners
STEP Certificate for Financial Services (Trusts and Estate Planning)
2013-2013 - Chartered Insurance Institute
Chartered (Financial Planning)
1999-2011 - Stirling University
BA (English)
1994-1998
Andy Cruse Skills
- Inheritance Tax Planning
- Wealth Management
- Financial Planning
- Investments
- Pensions
- Retirement Planning
- Trusts
- Estate Planning
- Small Business
- Long Term Care
- Retirement
- Wealth
- Investment Advisory
- High Net Worth Individuals
- Protection
- Financial Advice
- Portfolio Management
- Employee Benefits
- Options
- Income Protection
- Savings
- Financial Advisory
- Long-term Care
- Critical Illness
- Strategic Financial Planning
Andy Cruse Summary
- Andy Cruse, based in Stirling, GB, is currently a Chartered Financial Planner at John Scott Davidson Ltd. Andy Cruse brings experience from previous roles at Cruse Wealth Management Ltd, Bank of Scotland Investment Service, HBOS and Alliance & Leicester. Andy Cruse holds a 2015 - 2018 Master’s Degree in Wealth Management @ Loughborough University. With a robust skill set that includes Inheritance Tax Planning, Wealth Management, Financial Planning, Investments, Pensions and more. Andy Cruse has 1 emails on RocketReach.
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