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. He is also a Nexus Investment Committee Member.
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:
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'.
P: 01278 439494