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Andrew Cartwright Profile Page
United Kingdom
Andrew Cartwright
Hits 472
Online Status OFFLINE
Member Since 23/04/2007 03:02:22
Last Online 17/10/2007 10:03:54
Last Updated 04/05/2007 06:49:05
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Profile Summary
My Company: ASK Wealth Management Ltd.
City: Kenilworth
Country: United Kingdom
Professional Title: Independent Financial Adviser
About Me (keep it to a paragrapht): Specialising in Inheritance Tax advice and investment management for private and corporate clients.
We have saved clients over £4 million in inheritance tax over the last 18 months!

Contacting Me

Preferred Contact Method: B4B Mail / Email / Phone
Opportunity Preferences: Personal Reference Requests; Consulting Offers; Expertise requests; Connection Requests; New Ventures; Offers to Supply
My Advice when contacting me: First meeting with clients is free of charge to establish whether we can be of help to you. Unique quarterly review service on all funds under management so you know where you stand at any one time. Contact us and see why we are different!!
 

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Topic Board name Started by
Interest Rate Rises. Tell us how you feel about it. General Discussion Andrew Cartwright
What would you want from a Financial Adviser? General Discussion Andrew Cartwright

Current Board Notifications
General Discussion

Recent Posts
#1 General Category  /  General Discussion  /  Re: Freelance web technician needed!    Show/Hide on:July 23, 2007, 12:18:00 PM
#2 General Category  /  General Discussion  /  Re: Interest Rate Rises. Tell us how you feel about it.    Show/Hide on:July 06, 2007, 08:45:18 AM
#3 General Category  /  Introduce Yourself - Say Hello  /  Beat the Interest Rate Rises with ASK Wealth Management Ltd.    Show/Hide on:July 05, 2007, 12:04:34 PM
#4 General Category  /  General Discussion  /  Interest Rate Rises. Tell us how you feel about it.    Show/Hide on:July 05, 2007, 11:48:24 AM
#5 General Category  /  General Discussion  /  What would you want from a Financial Adviser?    Show/Hide on:May 09, 2007, 02:17:00 PM
#6 General Category  /  General Discussion  /  Re: market research please help    Show/Hide on:May 09, 2007, 02:01:08 PM

Recommendations


Name Entry
Christine Rothwell
Send Email
United Kingdom
www.businessfeet.com
Created On: 09/05/2007 08:42:19

I just felt that I should add this recomendation to Andy's Profile. He has recently been doing some work for me to help me streamline my finances and he certainly has achieved what I set him. If any one would like advise and help with streamlining their financial lives I would certainly recommend speaking to Andy. Honest straightforward help and advice.

About My Business

My Company Offers.....:

At ASK Wealth Management Ltd. we offer a fully independent financial advice service and specialise in Inheritance Tax Planning along with the management of clients investment and pension funds. We provide a unique quarterly review service where clients can become involved in their investments to whatever degree they feel comfortable. At the very least you, as a client, would have quarterly reports either e-mailed or delivered personally to you, to enable you to keep track of your progress to your financial goals.

We have a unique process "The Personal Wealth Plan" which tracks your goals through your working life and ensures that we are focused on what matters to you, your family and your business. If you are a new or existing business we can also arrange finance at competitive rates and have contacts within this arena to make life easy for you to arrange finance to boost your business to the next level.

We source residential and commercial mortgages and once you are a client we will contact you six weeks before your current mortgage deal ends so yu are ready for the next deal before the cost rises !?

If you want Impartial Independent Financial Advice remeber, JUST ASK !!!

Andrew Cartwright Cert PFS??????? ?E-mail andrew@askwealthltd.com

Director

Tel 01926 866611

My Background

My Experience and Key Skills
Experience Summary:

Afer completing "A" Levels at school I found myself in Nat West Bank as a Bank Clerk where I progressed through the ranks to become the manager of a regional cash centre supplying 19 branches with cash and foreign currency.

I then left the mainstream banking and went to Black Horse Financial Services as an adviser in 1990. I spent 5 years there and then moved to Friends Provident in 1995 where I spent another 5 years as a Financial Adviser.

In 2000 I decided to take the plunge and become an Independent Financial Adviser and worked within a Practice in Stratford Upon Avon for two years then paired up with my now Co Director Kevin Clarke to form ASK Wealth Management Ltd in 2004.

We are located in Warwick Corner just off the Warwick Road in Kenilworth where we have our office and meeting room facilities. Clients are free to visit us at the office or we visit them at home or at work if they prefer.

My Last 3 Professionally Held Roles (most recent first)
Professional Title: Independent Financial Adviser
Business Name: Inter-Alliance plc
Business Type: Financial Services
Years From and to...: 2001-2003
Company Size: 501 - 1000 employees
Role Description: Independent Financial Adviser to High Net Worth Individual Clients and SME's

Last Visitors

The last 10 views
 
AvatarNameTime
   Dave Cosgriff  02/11/2007 07:57 
   Christine Rothwell  02/10/2007 09:17 
   Helen Foster-Isaacs  19/08/2007 09:57 
   Vance Harvey  02/08/2007 13:51 
   Faye Bird  24/07/2007 08:17 
   Andy Robson  06/07/2007 13:08 
   Nigel Copley  05/07/2007 09:15 
   Sven Brown  05/07/2007 08:51 
   Val Pestell  04/07/2007 15:39 
   Sandra Garlick  12/06/2007 17:46 
 
 115 Guest have visited this profile. 

My Offers

TitleDateHitsRating
ASK Wealth Management Ltd.Monday, 23 April 2007232 / 0

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