Chartered Financial Planner
Andrew is our chartered financial planner and joined the practice in 2020 to develop our wealth management service. He began his career as an accountant and, after a period of extensive travel around the world, started his career in financial services in 1995.
Since then, Andrew has acquired a wealth of experience advising individual private clients and small businesses on all financial matters. He is a member of the Chartered Insurance Institute and Personal Finance Society, and is very proud to have achieved Chartered status in 2011. His specialised areas of advice include holistic financial planning, tax efficient investments, retirement planning and all aspects of property finance, including equity release. He is also qualified to advise on ‘Final Salary’ pension schemes and has over 5 years of experience with the dynamic world of cryptocurrency.
Establishing trusting and long-lasting relationships with his clients is one of Andrew’s priorities in his work. He is both a pragmatic thinker as well as highly empathetic, as he gets to know his clients well to understand their requirements before finding them the most appropriate solution to their query, using his comprehensive experience and knowledge.
Andrew still enjoys travelling and also has an interest in both gardening and all kinds of sports.