Andreas Vazanias DipPFS
About me
I am an Independent Financial Adviser providing holistic financial advice to a wide range of individuals and their families alike. My key focus is to build long term relationships with clients, and other professionals, by delivering a first-class service at all times which is friendly, personal and professional.
My history
In 2012 I joined the financial services industry working as a Business Development Manager at Canada Life. I worked with Financial Advisers to assist clients in a wide range of areas including Onshore & Offshore Investments, Pensions, Inheritance Tax planning and Trusts. I later joined One Financial Planning, part of one of the largest financial advice businesses in the UK, where I provided financial advice to clients around Wealth Management and Estate Planning. In 2019 I joined DGS and look forward to helping more and more clients achieve their immediate and long-term goals.
My qualifications
- R01 Financial services, regulation & ethics
- R02 Investment principles and risk
- R03 Personal taxation
- R04 Pensions and retirement planning
- R05 Financial protection
- R06 Financial planning practice
- Investment Management Certificate (IMC)
- CF6 Mortgage Advice
- AF1 – Personal Tax and Trust Planning
