0161 808 0201 | 07702 070487
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Certificate in Financial Planning
- Certificate in Life & Pensions
- Award in Long-Term Care Insurance
Andrew first became a regulated adviser in 1999 at the age of 27; he will be completing his 20th year in financial services in 2019.
Since he first began, Andrew has worked for an actuarial arm of a major international bank, an investment management firm, a firm of stockbrokers and a national Chartered financial planning firm.
Having joined financial services at the age of 24, Andrew immediately set about gaining as much knowledge as he could. He was pleased to attain Chartered Financial Planner status in 2006, followed by becoming a Fellow of Personal Finance Society shortly afterwards.
Andrew works with a range of clients, but many are directors, business owners and people in senior positions. He specialises in helping these people to get financially organised, maximise tax efficiencies and achieve financial independence as soon as possible.
Many of his clients choose to continue working on their own terms but, through financial planning, they can achieve a balanced lifestyle between work, travel, family and various pursuits and activities.
Outside work, Andrew is very much a family man; he has been married 18 years and has a 14-year-old son and an eight-year-old daughter.
He finds the time to play the odd round of golf, and enjoys playing tennis at his local club once or twice a week.
Andrew also enjoys swimming; he competes in outdoor events across the country.
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Andrew’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Andrew’s.