Rossiter’s Financial is delighted to welcome Andrew Evans to the team in the newly-created role of Office Manager/Paraplanner.
Andrew has over 19 years experience in Financial Services, predominantly in management and compliance roles. Andrew spent 10 years at Legal & General, Cardiff, specialising in pensions and investments, and managing teams of 12-15 people.
After Legal & General, Andrew worked as a Compliance Analyst Manager at Deloitte, Cardiff. Following promotion Andrew worked in a Senior Compliance Manager role at Deloitte, until his move to Rossiters Financial.
At Rossiter’s Financial, Andrew’s main role will be to manage the office and staff, and support Lee & Gareth in all client administration including data gathering, analysis, and production and implementation of financial plans and records.
As part of the Intrinsic network, Andrew will also manage systems, controls and record-keeping for all audit and compliance matters.
Andrew has 3 very active children who take up most of his time outside of work with their various sporting activities. Andrew himself enjoys golf and supporting local football teams.
Rossiter’s Financial is looking forward to drawing on Andrew’s knowledge and experience of working within Financial Services in the compliance sector to help drive the business forward.
Rossiter’s Financial is an Independent Financial Services company, based in Abercynon, which provides a wide range of specialist advisory services in the following areas: investments, corporate planning, retirement, insurance, tax planning, mortgages, pensions and long term care planning.
Rossiter’s provide a high-quality client service, with the emphasis on building long-term relationships, and has dedicated and skilled advisers who work together to achieve this objective. These principles, coupled with a creative approach to financial planning and a belief in a bespoke client service, ensure that Rossiter’s clients make financial decisions with successful results.