Andy Findlay

Examiner
DISC Type : cs

Independent Financial Advisor at Impartial Financial Advice

Ascot, England, United Kingdom

Overview

Andy Findlay is the Director and an Independent Financial Adviser at Impartial Financial Advice, holding a Dip PFS qualification. He focuses on straightforward, client-centric financial planning, favoring low-cost investment and pension solutions. Clients describe him as helpful, professional, and understanding.

Outside of his financial practice, Andy is involved with local sports. He has been associated with Reading City, a local football club in Berkshire, indicating a strong interest in community football.

He once received a Fortnum & Mason hamper from a client grateful for the investment growth she experienced.

Personality Overview

Unexpressive

Late Adopter

Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Low-Cost Investing
His professional philosophy is to favor investment and pension solutions with low ongoing charges to maximize client returns.
Client-Centric Advice
Emphasizes being a friendly, client-focused practice, a fact supported by testimonials praising his professional and understanding approach.
Fixed-Fee Advising
His practice operates on a fixed-fee structure for advice and implementation, ensuring the same cost for all clients regardless of wealth.

Media Appearances

Andy has no verified media appearances

Work History

3-2019
Independent Financial Advisor at Impartial Financial Advice
11-2016 - 2-2019
Independent Financial Adviser at Wake up your Wealth LLP
2-2014 - 11-2016
Paraplanner at Wealth Wizards
2-2011 - 11-2013
Associate - Compliance Monitoring at Towry
Financial Planning Manager at Towry Law Ltd

Education

2015 - 2017
Dip PFS from Chartered Insurance Institute
1984 - 1989
Education details unavailable from Collingwood College

More Information

Social Presence :

Prographics :

Exp : 14 Location : Ascot, England, United Kingdom Job Level : Middle Designation : Independent Financial Advisor at Impartial Financial Advice
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Insights For Selling To Andy

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andy is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Andy

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Andy move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Andy take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Andy

Personality Compatibility


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