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Andrew Whelan

Chief Executive Officer & Co-Founder

Specialism: Financial Advisory & UHNW Services Property, Alternative Investments

Company: Sancus BMS Group

Location: St Helier, Jersey

Citywealth rating

3.9375
Average: 3.9 (4 votes)
Fee Level:
3.75
Average: 3.8 (4 votes)
Quality of Advice
4
Average: 4 (4 votes)
Communications Skills
4
Average: 4 (4 votes)
Interpersonal Skills
4
Average: 4 (4 votes)
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Peer review:

Andy is always a pleasure to deal with. He is commercial and pragmatic and very client focussed.

14 Aug 2018

Institutional client review:

Andrew is a consumate professional with a strong sense of integrity. He is entreprenial but careful; he is astute and decisive but apprecaites different perspectives. These attributes make doing business with Andy a simple decision.

02 Aug 2018

Peer review:

I have known Andrew for many years now and have been invested in a number of businesses in which Andrew has taken the lead. Andrew has a great ability to conduct himself in a no-nonsense, common sense approach whilst doing a great job in understanding the needs and concerns of his investors. His ability to assess and way-up risk across a wide range of different asset classes is superb. That, coupled with his strategic vision, makes him someone I feel happy to have money invested with.

13 Feb 2018

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If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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2017 

Andrew Whelan currently has no Citywealth award

Average client size: £5 million - £25 million

Fixed fee offering: No

Sancus BMS Group

Number of offices globally: More than 5

Andrew Whelan currently has no contact details

Andrew Whelan is currently in no lists

Peer review:

Andy is always a pleasure to deal with. He is commercial and pragmatic and very client focussed.

14 Aug 2018

Institutional client review:

Andrew is a consumate professional with a strong sense of integrity. He is entreprenial but careful; he is astute and decisive but apprecaites different perspectives. These attributes make doing business with Andy a simple decision.

02 Aug 2018

Peer review:

I have known Andrew for many years now and have been invested in a number of businesses in which Andrew has taken the lead. Andrew has a great ability to conduct himself in a no-nonsense, common sense approach whilst doing a great job in understanding the needs and concerns of his investors. His ability to assess and way-up risk across a wide range of different asset classes is superb. That, coupled with his strategic vision, makes him someone I feel happy to have money invested with.

13 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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