Andrew Swallow

Email Andrew / Skype Swallow / Tel: 01473 384858 or 020-7937-3400

Andrew's Work

Andrew's main function is to advise clients. He works closely with Michael and Jane to ensure that the advice we provide is the best we can make it.

Financial Background

Andrew is recognised as one of the leading independent financial advisers in the UK. He has been in financial services for over 30 years, 25 years as an independent financial adviser. He was one of the first financial advisers to become chartered and is currently one of only 40 ISO 22222 qualified advisers in the country.

Personal Background

Andrew is married to Sarah and between them they have six children. Outside work, Andrew enjoys walks with his Labradors, time spent cycling and motor biking where he is an active member of the Suffolk SERV charity, regular trips to the gym and the occasional clay and game shoot. He is a keen cricket and rugby watcher, and remains addicted to radio 4.

Qualifications

Andrew is a Chartered Financial Planner. Andrew is a Certified Financial Planner (CFP). Andrew is a Fellow of the Personal Finance Society (FPFS) his examinations including the G60 Pension-Specialist examination and an A-Day supplement. Andrew has the BSI accreditation ISO 22222. Andrew passed the Pensions Management Institute's Trustees Certificate.

Recognition

Andrew has been highlighted as one of the UK’s leading Fee based advisers by the Financial Times. Andrew was a winner of a financial planning contest run by Money Management. Andrew has been featured by the Daily Mail as one of the best fee based financial advisers in the UK. Andrew is approved by the University Superannuation scheme to advise it's members. Andrew is a regular contributor of articles to national newspapers and trade publications and has also undertaken expert witness work in financial planning matters.