Andrew McCulloch is an adviser to private clients, investor and non-executive director, based in London. 


Having spent 15 years in the City, Andrew has spent the last 10 years working with entrepreneurs and private clients. The majority of his career was spent at UBS Wealth Management. Originally trained as a financial planner, he has a wide range of experience in helping entrepreneurs and normal folk to navigate the ever changing investment landscape. He has a strong background in managing long term wealth, venture capital and private equity.


He has worked with entrepreneurs and private clients for over a decade to help with the following:

  • Helping entrepreneurs with a partial / full exit of a business

  • Managing long term family capital 

  • Advising on investment risk

  • Charities and trusts

  • Lending 

  • Private company investment


TESTIMONIALS

 

Andrew looked after my financial affairs during his tenure at UBS. At all times I found him to be proactive, knowledgeable, and a consummate professional. I would have no hesitation in recommending his services to any prospective client.


Excellent guy to work with..balances the firms and your needs very well. Listens and doesn't push ideas that wont work yet finds soutions in the ears you are interested in that have worked well.


I have known Andrew for several years and found him to be highly professional and helpful. He is knowledgeable and articulate when providing advice. 
He has a good understanding of his market and consequently always provides excellent advice.


I was a client of Andrew McCulloch for a number of years while he worked at UBS. I found him very professional and responsive. He managed to find the right balance between offering advice when appropriate but not over burdening me with investment products that did not meet my needs.

TWEETS

 


This website is purely for information purposes and does not represent advice.