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
“I set up Advizertech in 2002 after a successful career at Royal and Sun Alliance and have over 20 years’ experience in Financial Services. My area of specialism is giving professional advice to high net worth individuals and owner managed businesses.”
Iain Heggie - Commercial Director
“I worked for over 25 years in Senior Management roles with Aviva, Royal Sun Alliance and Friends Life before joining Advizertech in 2012. I direct our marketing operations, oversee recruitment and constantly explore ways to improve our client proposition.”
Wendy Heyes - Head of Estate Planning
“I am a fully qualified and experienced professional will writer and can prepare all types of wills as well as Lasting Powers of Attorney.
Whilst my area of specialism is contingency and succession planning for businesses, I can also advise on ways of mitigating Inheritance Tax.”
Deborah Gradwell - Client Services Manager
“I enjoyed a successful career with Royal Bank of Scotland before joining an Independent Financial Advisory firm in 2006.
Over the past decade, I have enjoyed a successful career mainly in supervisory roles within the financial services sector. I joined Advizertech in 2015 to head up our client services team, providing financial planning support to 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.