Our People

Sandy Paterson


Financial Planner


United Kingdom

Previous Experience

Sandy became a financial adviser in the UK 21 years ago with Prudential, moving to become an independent financial adviser two years later. More recently he has been working as a specialist in mortgages for Yacht Crew and of course arranging mortgages & insurances for his UK clients.

Areas of Expertise

  • Buy to Let Mortgages
  • Mortgages for Portfolio Landlords
  • Re-Mortgage Advice
  • Critical Illness Insurance for Yacht Crew
  • Life Insurance for Yacht Crew
  • Mortgages for Yacht Crew


  • Financial Planning Certificate – 1998
  • Certificate in Mortgage Advice and Practice (CeMAP) – 2002
  • CertPFS – 2005
  • Advanced Financial Planning Diploma (DipFA) – 2014
  • UK Pension Transfer Authorisation – 2015

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