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.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
Member of Personal Finance Society
Membership of the Personal Finance Society (PFS) reflects a commitment to professional standards, ethical conduct, and ongoing development – supporting the delivery of high-quality financial advice.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Qualifications
Advanced Diploma in Financial Planning
This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.
CII Associate Member
APFS is a designation awarded by the Chartered Insurance Institute (CII) to those who have completed the Advanced Diploma in Financial Planning. It reflects a high level of technical expertise and a commitment to professional standards, ethics, and ongoing development.
