Meet the team...
Your first informal consultation with Financial Partners is completely free of charge with absolutely no obligation. Please get in touch with Andrew Back in the first instance. After reviewing your circumstances he will either work with you himself or engage another member of the Advice team, depending on areas of specialism.
Andrew Back
Managing Director and Independent Financial Planner
Andrew has been in wealth management since 1991 with key roles in major Financial Services businesses such as AXA, Prudential, Old Mutual (now Quilter) and UBS.
A career supporting financial advisers and wealth managers has included being a Director within UBS’s private wealth team and more recently Chief Commercial Officer for a Global investment custodian supporting private client wealth managers and multi-family offices.
After nearly 30 years’ experience of supporting financial advisers and wealth managers, along with various financial planning qualifications and the Investment Management Certificate (IMC), Andrew’s role is both as a practising Adviser as well as running the company day to day.
CONTACT ANDREW
Steven Price CTA, APFS, ATT
Chartered Financial Planner & Chartered Tax Adviser
Steven has been involved within financial services for 30 years and has achieved Chartered Status in both financial planning and taxation.
Steven advises on a wide range of holistic financial plans and also has vast experience dealing with Inheritance Taxation issues and Trust Planning.
CONTACT STEVENAlan Butler
Independent Financial Planner
Alan has been providing financial advice for over 30 years and has always prided himself on providing the very best advice combined with service and most of all, integrity.
Having vast experience in financial services, he is a firm believer that personal service and trust are the cornerstones of financial management.
CONTACT ALAN
Claire Back
Claire has had a successful career in IT recruitment including launching & managing the Berkshire Regional office of Hays IT, a division of one of the world's largest recruitment companies.
More recently she has held other senior operational roles and has moved into the wealth management sector
CONTACT CLAIRE
