True Wealth Group
Andy Brumby is an experienced financial planner currently working at TAG Financial Planning Ltd and True Wealth Group since September 2020. Additionally, Andy serves as a Non Executive Director at Compliance Compendium and has previously held roles at Brown Shipley as a Project Manager and at Wren Sterling as a Senior Project Manager, where significant achievements include developing a white labelled wealth management platform and managing various data and analytics projects. Andy also has experience in leadership positions at Towergate Financial and Paramount Group, overseeing IT and strategic operations. Andy holds a BSc Hons in Geography from Queen's University Belfast.
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True Wealth Group
The True Wealth Group’s management team has been providing financial planning, wealth management, consultancy and other services together for 20 years. Most recently it has assembled a tribe of like-minded people to capitalise on the incredible opportunities developed over the last 2 decades: • delivering a first class financial planning wealth management service to affluent and high net worth clients • acquiring and integrating some of the best boutique IFA practices in the UK • establishing value accretive and lead generative joint ventures with other businesses/professions • deploying its ‘turnkey’, ‘enhance & uplift’ solutions to realise ‘true value’ with the parties it works with Independently owned and run, we grow organically and through the acquisition of financial planning and wealth management firms who share our philosophy and our core values. With its head office in Leeds, the True Wealth Group has 5 offices across the UK (including Northern Ireland) serving the needs of clients UK wide. Explore our website (www.truewg.com) to find out more about us as a Group, what we stand for and what we mean by ‘True Wealth’. Our proposition is the same across the group, so if you are a wealthy individual or business owner who would like us to work with you on achieving your True Wealth visit one of the brands on our website or send us a message through Linked In.