Andrea Steel

Andrea Steel has gained extensive experience in the financial services industry, starting as a Relationship Manager and advancing to roles such as Client Manager, Private Banker, and Wealth Manager. They have expertise in client relationship management, investment advice, and lending advice, with a focus on regulated mortgages. In their current role as Head of Private Clients in the South West and Strategic Partnership Manager at Church House Investment Management, Andrea oversees client relationships and manages the South Coast regional office. Their educational background includes a BSc in Financial Services and various certifications from institutions such as LIBF, The CISI, and the Chartered Insurance Institute.