In addition to acting as managing partner, Andrew works with a complete cross section of clients albeit that most of his new and existing clients are planning for or are managing their retirement.

Meet Andrew

Qualifications

Andrew holds the internationally recognised financial planning qualification of a Certified Financial Planner being a Fellow of the UK body which is the Chartered Institute for Securities and Investments. Andrew is a fellow of the Personal Financial Society and also has the Chartered Financial Planner status. Andrew has obtained the specialist Chartered Wealth Manager investment qualification reserved for investment advisers and fund managers. Finally, Andrew maintains his Society of Later Life Advisers accreditation which he holds after specialist training in the needs of those in later life.

Personal Background

Outside work, Andrew enjoys his family, time with friends, walks with his Labradors, cycling and motor biking and the occasional clay and game shoot.