Telephone: 0207 534 9870
Andrea Steel is a Client Manager and key member of our Client Relations team, working mainly from our Sherborne office. She is particularly charged with developing and looking after relationships with professionals and intermediaries in the South-West.
Andrea joined CH in 2017 after a career spent mainly at Hoare’s Bank and SocGen Hambros, where she looked after the financial affairs of private clients and wealthy families. Prior to this, Andrea worked for Investec, Kleinwort Benson and Frizzell Financial Services.
Andrea graduated with a BSc (Hons) in Financial Services from Manchester University Business School and is a Member of the Chartered Insurance Institute, Member of the London Institute of Finance & Banking, holds the Certificate in Mortgage Advice and Practice (CeMAP) and the Diploma in Financial Services Management (DFSM). She also holds their Certificate in Private Client Investment Advice and Management and the Investment Advice Diploma (PCIAM).