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Andrew is a Certified Financial Planner and Resolution Accredited Pension and Divorce specialist.
He has been providing bespoke financial planning advice for over 17 years. He is experienced in advising both individuals and companies on a wide range of financial matters. He works in partnership with his clients and their advisers to gain an intuitive understanding of every aspect of their current situation, future commitments, aspirations and concerns.
Andrew’s clients come from all walks of life which include business owners, expats, lawyers and accountants. His clients have sought expert and impartial advice and are typically about to or going through a transition in their financial lives such as:
- retirement planning
- wishing to prepare for in the near future
- understanding whether they can achieve their future goals
- structuring savings and investments to meet income and capital needs tax efficiently
- going through a divorce
- wishing to understand financial implications
- assessing options and assessing changes to future lifestyle
- planning for their ‘new life
- seeking financial security and independence
- creating a well thought through plan which considers the risks and any issues allowing better informed decisions to be made.
He also works with a number of Professional Connections providing technical support to their clients (UK & Overseas) in relation to corporate planning or complex financial planning issues mainly around pension restructuring.
Andrew lives in Sussex with his partner Julie and son Ollie and in his spare time enjoys motorsport, sailing and snowboarding.
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