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Advizertech was founded in 2002 by the current Managing Director, André Simpkin and since then the business has gone from strength to strength. We can provide advice to a wide range of clients which largely comprises corporations, small to medium sized companies and high net worth individual clients.
We work closely with our business partners, mainly solicitors and accountants, to provide a professional and friendly service to all our clients. Indeed, over seventy per cent of our clients have come from introductions by solicitors and accountants with the majority of the remainder by way of referrals from existing clients.
Managing Director, André Simpkin
Our professionally qualified advisory team provides a comprehensive range of services to clients. We have illustrated these services in the satellite diagram below.
André Simpkin - Managing Director
Andre set up Advizertech in 2002 after a successful career at Royal and Sun Alliance and has over 20 years’ experience in Financial Services. His area of specialism is giving professional advice to high net worth individuals and owner managed businesses.
Iain Heggie - Commercial Director
Iain worked for over 25 years in Senior Management roles with Aviva, Royal Sun Alliance and Friends Life before joining Advizertech in 2012. He directs our marketing operations, oversees recruitment and constantly explores ways to improve our client proposition.
Andrew Edwards - Non-Executive Director
Andrew acts as a Business Consultant to ambitious and expanding companies, such as Advizertech, offering guidance on business growth strategies, general management and human capital issues. His last role was that of Managing Director of the Axon Moore Group, one of the largest independent recruitment and search companies in the UK.
Deborah Gradwell - Financial Adviser
Deborah has had a long and distinguished career in financial services in both supervisory and advisory roles.
She joined Advizertech in 2015 as Client services Manager and indeed still has some supervisory responsibilities. However, Deborah’s primary role is that of Financial Adviser in which she is qualified to give professional advice across a wide spectrum.
Ashley joined us in 2020 following his time spent working at another advisory firm. He wanted to expand his knowledge and expertise in the investment arena and now fulfils the role of an investment administrator.
We are assisting Ashley in his quest to gain professional advisory qualifications.
Dawn joined us in 2015 to run our Group Pensions administration function after a successful career in office administration with a variety of businesses.
Our group operation has grown significantly over the past 5 years and Dawn now oversees the running of in excess of 100 schemes working in tandem with the advisory team.
Wendy Barrett - Client Services Manager
Wendy has been working for Advizertech for two years having joined the team as a pensions administrator involved in both individual and group pensions.
She has now progressed to the position of Client Services Manager where she ensures our team provide a first class service for our clients.
Wealth Management - advice on investments such as ISAs and Pensions which includes a review of your existing arrangements to ensure selected funds meet with your expectations.
Employee Benefits - this service involves advice on setting up group pension and protection schemes. In addition, we provide a retirement service to members of pension schemes.
Auto Enrolment - we can help you to set up and run a workplace pension scheme at a reasonable cost.
Defined Benefit Pension Services - working with Trustees of defined benefit schemes, we can assist in providing a review of your current arrangements and provide strategic advice going forward.
Wills and Lasting Powers of Attorney - one of our advisers specialises in will writing and associated services, including lasting powers of attorney.
Business Succession Planning - we work with businesses large and small to help them to prepare tax efficiently for passing the business onto the next generation or remaining directors.
Protection for Businesses - we can provide professional help and advice to mitigate the effects of the death or illness of a shareholder or key person, as well as business loan protection.
*Auto Enrolment, wills and lasting powers of attorney are not regulated by the Financial Conduct Authority.