Andy Walters Email
Managing Director North @ TrinityBridge
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Andy Walters Location
- Evesham, GB
Andy Walters Work
- 2025 -now Managing Director North @
- 2025 -2025 Practice Director @
- 2024 -2025 Practice Director, Close Brothers Financial Education Services @
- 2017 -2025 Financial Planning Specialist @
- 2013 -2017 Premier Client Manager @ HSBC Retail Banking and Wealth Management
- 2011 -2013 Client Relationship Manager @ Santander UK
- 2008 -2011 Senior Wealth Planning Manager @
- 2006 -2008 National Business Development Manager @ InterBay Commercial
- 2001 -2006 Area Sales Manager Regulated Sales @ HBOS
Andy Walters Education
- Afan College 1986-1989
Andy Walters Skills
- Microsoft Office
- Account Management
- Leadership
- Business Analysis
- Credit
- Management
- Financial Planning
- Wealth Management
- Financial Services
- Financial Analysis
- Microsoft Excel
- Financial Advisory
- CRM
- Relationship Management
- Retail Banking
- Portfolio Management
- Risk Management
- Loans
- Banking
- Mortgage Lending
- Project Management
- Investments
- Personal Financial Planning
- Inheritance Tax Planning
Andy Walters Summary
- Andy Walters, based in Evesham, GB, is currently a Managing Director North at TrinityBridge. Andy Walters brings experience from previous roles at TrinityBridge, Close Brothers Asset Management and HSBC Retail Banking and Wealth Management. Andy Walters holds a 1986 - 1989 Afan College. With a robust skill set that includes Microsoft Office, Account Management, Leadership, Business Analysis, Credit and more.
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Top TrinityBridge Employees
Suzanne Collins
Head of Marketing
London, GB
Catherine Parry
Chief Financial Officer
United Kingdom
John Edmeads
Head of Wealth Planning
United Kingdom
Dominic Carver
Managing Director
London, GB
Sam Barton
Managing Director
London, GB
James Nield
Senior Investment Director
Winchester, GB
Theodora Angelakopoulou
Head of Brand
London, England, GB
Gregg Clarke
Chief Operating Officer
Kelvedon, GB
Jeremy Ross
Head of Technology Solutions
London, GB
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