Andrew Teeman – Director/Co-Founder

Principal Financial Adviser

Andrew is a passionate and driven finance professional with high levels of expertise in various aspects of the finance and business world. From an early age he began investing and developed this passion through study within the financial services sector, where he has since been working for the last 14 years.

Moving to Kuala Lumpur in 2008 during the Financial Crisis gave him the platform to sharpen his skills in a different environment whilst working with clients in the wealth management and international financial planning arena.

Re-locating to Singapore in 2010, Andrew spent five years there and held a senior position on his company’s investment committee. During this time he developed a large HNW client bank & network, focusing on high quality wealth management solutions. Seeking to further widen his skills and knowledge base into other areas of the industry, he joined a large corporate services company in 2013 at Director Level, which eventually brought him back to London.

At this time, he was able to draw together his vast and varied experience within the finance industry to meet a need in the Financial Advice Sector that he felt was missing. Consequently in January 2018, Moneybox Wealth was established in partnership with his co-founders.

 

 “MoneyBox Wealth was set up so we could start referring to clients as People.” Andrew Teeman

 

In his spare time Andrew has a passion for travel and sport including cycling, tennis, skiing and golf. When not entertaining his young daughter, he has a keen interest in current affairs and the community and sits on the local Parish council committee. Andrew expects 2019 to be his busiest year yet with the business growing rapidly and his wife Sara expecting twins around Christmas 2018.

 

Tom Barrass and Ian Pollock - Co-Founders

In 2007 while working as successful mortgage advisers in the banking sector, Tom and Ian decided they wanted provide a more tailored and comprehensive service to clients to service their mortgage and protection needs, leading them to create their own mortgage advice company, now known as Mortgage Advice Bureau in Cheshire. For the last 10 years Tom and Ian have been growing this company which is now approaching ten mortgage advisors and over 2,000 clients nationwide. The company has a strong focus on customer service and delivering tailored, mortgage and protection solutions for their clients.

Due to high demand from existing clients for advice with their investment needs and retirement planning, Tom and Ian met with Andrew Teeman in 2015 and after much planning MoneyBox Wealth was born. Tom and Ian continue to oversee the growth of Mortgage Advice Bureau in Cheshire and spend most of their time managing clients and the great team of people they have in Cheshire.

Most of Ian’s spare time is taken up by his children Sam and Dexter and playing golf whenever he can. Tom can be found on a cricket pitch, football pitch or golf course when he is not in the office or seeing clients.

       

Richard Rogers - Senior Financial Planner

Richard is a client-focused and experienced Financial Planner who began his financial services career in 2010 working for one of the world’s largest cooperatives.

Having joined Moneybox Wealth from a Chartered Accountancy Practice, Richard’s clients benefit from his wealth of knowledge and experience in both personal and commercial financial planning.

Richard, already Diploma and Mortgage qualified, is now studying to gain Chartered status and will achieve this early next year.

Having grown-up ‘down south’ Richard migrated North to attend Salford University in 1993, there he met his wife, Raychel (an Arts undergraduate), and they settled in the North-West of England.

They have been happily married now for 20 years and have an 18-year-old daughter, Trinity – who is horse mad!

In his spare time Richard enjoys days out with his family, playing piano, guitar, and as much sport as he can get away with.

Jill Dooney - Operations Manager

Jill has been working with Tom and Ian within Mortgage Advice Bureau for 5 years and is the driving force behind. Jill has been a management consultant for most of her career, her operational and organisational expertise have helped the business expand year on year with consistent growth. Jill now also applies her expertise in the same capacity for Moneybox Wealth and continues to help the founders deliver the high level of service they strive to provide each of their clients. In her spare time Jill is a keen traveler, usually travelling throughout the world for 3 months of the year from December to March. Jill also loves to work on her beautiful garden and is pretty handy with a tennis racket !

Valerie Poyser - Senior Administrator

Valerie has been working in the financial services sector for over 30 years, mostly with a background in Mortgages and Protection. She works hard to provide customers with the best possible service and supports Andrew with admin support and client management requirements. Her favourite past time is Zumba and she takes more holidays than Andrew would like.