
Andrew Pearson
Experienced Estate Planning Specialist delivering bespoke solutions for both business and private clients in respect of their... | Bolton, Bolton, United Kingdom
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Andrew Pearson’s Location Bolton, Bolton, United Kingdom
Andrew Pearson’s Expertise Experienced Estate Planning Specialist delivering bespoke solutions for both business and private clients in respect of their Wills, Trusts, Lasting and Business Powers of Attorney, Lifetime Settlements, Probate and Tax Planning. I provide my service and advice at the convenience of my clients, whether they wish to meet at home or at work and my initial meeting is at my cost. Specialties: Inheritance Tax planning, comprehensive understanding of financial services products and how these can be used to plan Estates and Protect Assets for future generations. Specialist in Estate Planning. An Affiliate member of The Society Of Will Writers (SWW) and the Society of Trust and Estate Practitioners (STEP), Andrew Pearson, Managing Director, holds the STEP Advanced Certificate in Will Preparation for England and Wales. I am proud to bear the The STEP Will Writing Code logo along with the SWW Code Compliant Logo on client facing materials . These marks evidence to clients they shall receive the highest quality and ethical service available when planning their estates. Additionally I provide broker consultant and Structured CPD training services to Independent Financial Advisors throughout the North of England. Currently contracted with Meteor Consulting Ltd, distributing a range of structured products and deposit notes from Meteor Asset Management Ltd.
Andrew Pearson’s Current Industry Dynamic Estate Planning Ltd
Andrew
Pearson’s Prior Industry
Barclays Bank
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Coutts & Co
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Bank Hapoalim (BHI Private Banking)
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Dynamic Estate Planning Ltd
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Work Experience

Dynamic Estate Planning Ltd
Managing Director
Thu Apr 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bank Hapoalim (BHI Private Banking)
Branch Manager & Private Banker, Manchester
Thu Sep 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Mar 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Coutts & Co
Private Banker
Sat Mar 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Barclays Bank
Premier Banking Manager
Sat Oct 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Mar 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Barclays Bank
Corporate Lending Manager
Thu Oct 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time)