Andrew Day

Andrew Day

I have a dedicated approach to achieving client objectives and ensuring that these continue to be achievable in the long term. We aim to provide ‘value for money’ and clear straight forward advice to all our clients. My 18 years experience within actuarial, investment management, banking, stockbroking and chartered financial planning practices has provided me with long experience in providing a first class advice and service proposition. Creating robust investment portfolios within tax efficient structures is at the heart of each clients strategy.

Your pension is likely to be one of the biggest assets you ever own. So, it makes sense that you’d take advice from an expert before you come to draw it. However, new research from the Association of British Insurers (ABI) reveals worrying levels of people accessing their pension savings without advice, potentially putting a […]

Continue Reading "Four reasons why it’s vital that you get advice before taking retirement cash"

Are you concerned about running out of money when you retire? If so, you’re not alone. A new survey by Aegon has revealed that two in five financial advisers say that their clients’ primary concern is running out of money after they stop working. And, a third of advisers (32%) said that their clients worried they […]

Continue Reading "Retirees swamped by pension choices increasingly rely on professionals for advice"

Our market commentary has taken a slight change in direction, as we will now be producing a quarterly update, looking back at some of the political, economic, technological and environmental events affecting markets in the past three months. After the challenges and volatility we witnessed in the last quarter of 2018, let’s take a look at […]

Continue Reading "Quarter 1 2019"