Assistant Manager, Trust & Corporate
Isle of Man
Andrew has over 34 years of experience in the Isle of Man's financial services industry, during which he has acquired a wealth of knowledge and technical expertise in offshore trust, corporate structures, and planning.
Andrew has always worked on the Isle of Man, and prior to joining Oak, he held positions with IQ EQ (Isle of Man) Ltd, Coutts & Co, HSBC, and Coopers & Lybrand.
A highlight of Andrew's career was working with a high-net-worth family for 15 years, where he supported and developed a personal relationship with the members after assisting with the sale of their family business. Andrew was instrumental in the proceedings and attended the London Solicitor's office on behalf of the Trustees to sign the contract.
Andrew holds a Diploma in Administrative Management from the Institute of Administrative Management and a Certificate in Financial Planning from the Chartered Insurance Institute.
Outside of Work
Being a local, Andrew loves the Isle of Man, and has been a Special Constable with the Isle of Man Constabulary for over 32 years.