Sandy Robertson Email
Group Director - Finance @ The Financial Planning Group UK
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Sandy Robertson Location
- Aberdeen, GB
Sandy Robertson Work
- Group Director - Finance @ (January 2025 - Present)
- Managing Director @ The Financial Planning Group (June 2017 - January 2025)
- Managing Director @ (November 2002 - January 2025)
- Board Member @ Peterson Offshore Group (January 2013 - July 2019)
- Managing Director @ (November 1990 - March 2009)
- Partner @ Cassie & Co Accountants (May 1984 - October 1990)
- Accountant @ Shell Expro (July 1977 - April 1984)
- Trainee, Investment Administrator @ (December 1968 - March 1977)
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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