Andy Stevenson

Andy Stevenson

Andy Stevenson

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Andy Stevenson
Independent Financial Adviser

Andy lives on the M4 corridor, and has clients across the length and breadth of mainland Britain.

He is a qualified Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investments. His career within Financial Services spans over 33 years, and has encompassed senior management positions alongside compliance, oversight, detailed experience within the offshore markets including Trusts and Tax planning, but by his own admission, he has always been an Independent Financial Adviser at heart.

Andy specialises in Pensions, Investments, Inheritance Tax & Trusts, and also advice to businesses and corporate entities, covering their investments and protection strategies.

Andy is an ardent believer that by developing long term financial relationships, alongside applying a simple mantra for the advice he provides his clients: “Would I recommend the same advice to my family, friends or indeed myself” will always result in the best outcomes for his clients.

Andy's professional qualifications include:

  • Chartered Wealth Manager - Level 7 Diploma FCSI
  • Diploma in Financial Planning (Dip.PFS)
  • G10 Taxation & Trusts Advanced Financial Planning Certificate
  • J07 Supervision & Management in a Regulated Environment
  • The Society of Trust and Estate Practitioners (“STEP”) International Foundation Certificate
  • Statement of Professional Standing (SPS)

The Statement of Professional Standing is required by the FCA and is renewed annually. An SPS can only be issued by an FCA appointed accredited body and confirms that an adviser:

  • Has adhered to a code of ethical standards

  • Holds the required qualifications for the activities they undertake; and

  • Has completed appropriate Continuing Professional Development activities and complied with the 'Statements of Principle and Code of Practice for Approved Persons'.

Contact Andy Stevenson

P: 01278 439494