Andy is Fellow of The Personal Finance Society and a chartered financial planner.

He has spent the last 20 years working in the financial services sector, predominantly as a senior wealth planning manager in the private banking division of one of the UK’s major banks.

Andy specialises in providing pre and post retirement advice. This includes all forms of pension and investment advice as well as wealth preservation through intergenerational wealth planning. In addition, Andy has an in-depth knowledge of trusts and estate planning. Andy has retained many of his long-standing clients over the years and now looks after the financial wellbeing of their children.