Andy Perrett

Andy Perrett

Andy Perrett

Client Relationship Manager

Professionally

Andy has 6 years experience in financial services prior to joining ProSport, the last three years working as a Paraplanner.

Andy’s role involves assisting and supporting the planners in the delivery of compliant new business and ongoing services to clients, reviewing client investment portfolios, risk analysis, and report writing. Andy really enjoys the interaction with the clients.

Andy’s ongoing goal is to continue to develop professionally, gain further experience and achieve high levels of technical knowledge, whilst continuing to progress with his professional exams.

Likes

Dislikes

Pro Sport® is a trading style of Pro Sport® Wealth Management Ltd which is an appointed Representative of Independent Financial Advisor Ltd which is authorised and regulated by the Financial Conduct Authority. Registered Office: The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ. Registered in England and Wales No 08973379

If you wish to register a complaint, please contact us:

  • in writing to Pro Sport Wealth Management Ltd, The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.
  • call us on: 01204 602909

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service. Email: complaint.info@financial-ombudsman.org.uk Website: www.financial-ombudsman.org.uk