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

To £75,000 + revenue share + route to equity
London
You know how to advise. Want to learn how to grow your own business?
To £44,750 + bonus + benefits
Tyne and Wear
A structured career path. Great training. A good package. Wish all trainee roles were as good as this.
To c£65,000 + uncapped bonus + benefits
West Yorkshire
Proper independence
£60,000 - £65,000 + bonus + benefits
Midlothian
Want your own financial planning firm but not ready to start from nothing?
c£60,000 + no validation bonus + benefits
Herefordshire
Remote, clients to inherit, no validation... plenty to love about this opportunity
To £59,400 + benefits + bonus
Remote
Things not gone to plan? There's another way