Sandy Robertson Email
Group Director - Finance @ The Financial Planning Group UK
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Sandy Robertson Location
- Aberdeen, GB
Sandy Robertson Work
- 2025 -now Group Director - Finance @
- 2017 -2025 Managing Director @ The Financial Planning Group
- 2002 -2025 Managing Director @
- 2013 -2019 Board Member @ Peterson Offshore Group
- 1990 -2009 Managing Director @
- 1984 -1990 Partner @ Cassie & Co Accountants
- 1977 -1984 Accountant @ Shell Expro
- 1968 -1977 Trainee, Investment Administrator @
Sandy Robertson Education
- Peterhead Academy
4 O Levels
1964-1968
Sandy Robertson Skills
- Accounting
- Annuities
- Board Level
- Charitable Giving Strategies
- Critical Illness
- Divorce
- Employee Benefits
- Estate Planning
- Financial Modeling
- Financial Planning
- Income Protection
- Income Tax
- Inheritance Tax Planning
- Investments
- Investment Advisory
- Investment Strategies
- Pension Funds
- Retirement Income Strategies
- Retirement Plan Consulting
- Tax Law
- Term Life Insurance
- Wealth Management
- Wealth Accumulation
- Strategic Financial Planning
- Retirement Planning
- High Net Worth Individuals
- Microsoft Excel
- Leadership
- Tax
- Customer Service
- Finance
Sandy Robertson Summary
- Sandy Robertson, based in Aberdeen, GB, is currently a Group Director - Finance at The Financial Planning Group UK. Sandy Robertson brings experience from previous roles at The Financial Planning Group, Acumen Financial Planning, Peterson Offshore Group and Acumen Accountants & Advisors. Sandy Robertson holds a 1964 - 1968 4 O Levels @ Peterhead Academy. With a robust skill set that includes Accounting, Annuities, Board Level, Charitable Giving Strategies, Critical Illness and more. Sandy Robertson has 1 emails on RocketReach.
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