His youngest clients are in their late teens and the eldest are in their nineties. He specialises in investment and retirement planning and also enjoys working closely with individuals to address their life assurance, critical illness, income protection and Inheritance Tax planning needs. It is his firm belief that above all integrity is the key to building long term relationships and he strives to deliver a professional and high level of service to all of his clients.

Qualifications and expertise:

As a Director of the company, Andrew holds the professional qualification of Dip PFS awarded by the Personal Finance Society, who are the professional body for the UK financial planning profession. As a member of the PFS he is committed to the highest professional standards through undertaking rigorous qualifications and continuing personal development.

Andrew’s expertise cover a broad spectrum of financial planning and he is well versed in providing clear, concise and practical solutions for his clients. As such his clients can expect to receive the most comprehensive and appropriate advice for their needs at all times.

Outside of work:

Andrew is a keen sportsman and particularly enjoys Rugby, Squash and Athletics. His hobbies include walking, gardening and travel which he enjoys with his wife and family.