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Fresh Faces: London IFA sets sights on partnership position

Andrew Mina hopes to eventually becoming a partner himself at Partners Wealth Management.

Andrew Mina, chartered financial planner, Partners Wealth Management

It is a scorcher of a day in London on the day I meet Andrew Mina, chartered financial planner at Partners Wealth Management, writes Ian Horne. As a result, I arrive at the Partners office a sweaty mess, in spite of my best efforts to sharpen up in the lift to the fifth floor.

Mina looks significantly smarter: perhaps he is better accustomed to the heat, having recently returned from a honeymoon trip to the Seychelles and Dubai.

The 28-year-old did not initially set out to become an adviser but his interest in psychology and finance is a potent blend in this business. Mina initially planned to study psychology in 2008 and was offered places on several university courses. However, a change of heart led him to a business management degree at the University of Westminster.

After graduating with a 2:1, he embarked on a master’s degree at the same university, this time in finance with accounting, before joining Asset & Investment Management in Kingston as a wealth management trainee. After two years with the firm, he joined Partners in May 2014.

Andrew Mina, chartered financial planner, Partners Wealth Management

It is a scorcher of a day in London on the day I meet Andrew Mina, chartered financial planner at Partners Wealth Management, writes Ian Horne. As a result, I arrive at the Partners office a sweaty mess, in spite of my best efforts to sharpen up in the lift to the fifth floor.

Mina looks significantly smarter: perhaps he is better accustomed to the heat, having recently returned from a honeymoon trip to the Seychelles and Dubai.

The 28-year-old did not initially set out to become an adviser but his interest in psychology and finance is a potent blend in this business. Mina initially planned to study psychology in 2008 and was offered places on several university courses. However, a change of heart led him to a business management degree at the University of Westminster.

After graduating with a 2:1, he embarked on a master’s degree at the same university, this time in finance with accounting, before joining Asset & Investment Management in Kingston as a wealth management trainee. After two years with the firm, he joined Partners in May 2014.

Understanding clients

Though he eventually took a more conventional finance route, but Mina admits his fascination with the human mind remains. ‘I find it interesting to know how to gauge the person in front of you and what makes them tick,’ he says. ‘It’s the same with financial advice. Everyone comes to you for a reason, and it’s like problem solving. I enjoy helping people.’

Mina accompanies one of the firm’s partners John Sutton to all his client meetings, and performs back-office tasks such as research, recommendation writing and analysis.

In keeping with the firm’s ethos of putting faith in young talent, Mina has a small but growing client bank of his own. Client referrals can be tricky for younger advisers, but Mina has developed links with an accounting firm in Bromley, and has put personal connections to good use at his local church, St. Mary’s in Coulsdon. His wife and family work in the medical profession, so Mina has been working with doctors too.

He is also mastering his craft as part of the Partners academy, which provides a formal setup for training. ‘You’re never going to become a great adviser without listening to what people want and what they want to achieve,’ he says.

Charity work

‘I’m on the committee at my church, which meets every Sunday. We help to develop the church and take it forward. Part of the role is administration and finance, so I’m using my skills to the church’s benefit.’

First job

‘I worked as a barman at Harvester during my A-levels, taking drink orders and figuring out what needed to be done. I learned how to make a mean Rocky Horror as well!’

Career ambition

‘My drive is to be happy, and that’s not limited to work. It’s community-based too. I also want to become a partner, which is my main goal, and achieve fellowship.’

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