Andrea Yung

Associate Director, Wealth Manager

“The most rewarding part of my role is helping clients feel confident about their financial future. I approach every relationship with genuine commitment, taking the time to truly understand what matters most to them.”

Locations: Manchester
Phone number: 0161 214 5600

Andrea is a Chartered Wealth Manager with over a decade of experience helping individuals and families reach their financial goals. She specialises in holistic financial planning, including retirement and inheritance tax planning, creating tailored strategies that help clients preserve, grow and pass on their wealth efficiently.

Andrea has worked in wealth management since 2013 and is based in our Manchester office. She is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment (CISI).