Andrew Urquhart

Chartered Financial Planner

Reviews and Ratings for Financial adviser Andrew Urquhart, Waterlooville

Get to know Andrew

Andrew is a Chartered financial planner who holds the APFS qualification and is accredited by the Society of Later Life Advisers (SOLLA). He has advised clients for over 25 years and has also held the positions of Regional Manager and Investment Manager.

He is dedicated to helping individuals, families, and businesses achieve their financial goals. His approach is centred on providing clear, strategic guidance tailored to each client’s unique financial situation, ensuring their specific needs and objectives are met. Andrew specialises in retirement planning, wealth management, and risk management, and aims to simplify complex financial decisions so clients can feel confident about their future.

Andrew is married with two adult children. Outside of work, when he is not watching live Rugby Union, he enjoys spending time outdoors and can often be found paddling, walking, or cycling.

In the spotlight

How did you become a financial planner?

My career started with Abbey National in 1991, which provided holistic financial planning advice to complement the mortgage advice it already offered.

How do you feel you add value for your clients?

As an IFA, I add value by improving outcomes, reducing risk, and increasing confidence across investments, tax, and life decisions in a way clients cannot easily replicate themselves.

The three small things that make my day better are:

Good coffee, quiet time, and meeting colleagues and clients.

Meet the rest of
our team

Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.

Get to know us