About us

Andy Taylor

Following graduation with a 2:1 degree in History & Politics Andy began working for the stockbroking arm of a Global bank as a Portfolio Manager, securing the Investment Management Certificate (IMC) and Private Client Investment Advice and Management (PCIAM – part of the SII Diploma) examinations.

Andy began his recruitment career in 2004 with a global consultancy, focusing on consultancy assignments primarily within the IFA, Private Banking, investment management and employee benefits arenas. He later led the organisation’s North West financial services team incorporating consultants working within the IFA, banking and technical support areas. Andy jointly established Exchange Street Financial Services in 2007 and continues to specialise in the recruitment of financial planners/IFAs, employee benefit consultants, business development managers and investment managers.

My Jobs

£30,000 - £32,000 + KPI bonus (£9,000+ per annum) + sales bonus
Durham
A structured career path. Great training. A good package. Wish all trainee roles were as good as this.
£30,000 - £32,000 + KPI bonus (£9,000+ per annum) + sales bonus
North Yorkshire
A structured career path. Great training. A good package. Wish all trainee roles were as good as this.
£30,000 - £32,000 + KPI bonus (£9,000+ per annum) + sales bonus
Cumbria
A structured career path. Great training. A good package. Wish all trainee roles were as good as this.
£30,000 - £32,000 + KPI bonus (£9,000+ per annum) + sales bonus
Durham
A structured career path. Great training. A good package. Wish all trainee roles were as good as this.
£30,000 - £32,000 + KPI bonus (£9,000+ per annum) + sales bonus
North Yorkshire
A structured career path. Great training. A good package. Wish all trainee roles were as good as this.
£60,000 + bonus + benefits + car allowance (post-CAS)
Cardiff
IFA job with no validation, 15% production bonus and £150,000 ongoing to inherit. What's not to like?