BA APFS IMC Cert CII (MR&ER)
DIRECTOR / CHARTERED FINANCIAL PLANNER
Andrew has a wide level of experience having worked in Financial Services for 30 years He has worked with individuals and businesses giving financial advice on pensions, investments and inheritance tax planning, as well as arranging individual and business protection. Andrew has built long term relationships with both personal and corporate clients. He has advised individuals and businesses that are accumulating wealth and people at retirement who wish to use the wealth they have accumulated to enjoy retirement in a tax efficient way. Andrew has continued to develop his knowledge and experience through examination and has have been awarded the highest level of qualification as a ‘Chartered Financial Planner’ through the Personal Finance Society. When Andrew is not working he spends time with his wife and their two children and come weekends can be found in his overalls enjoying a bit of hobby farming.