Andy specialises in wealth management, helping clients manage their individual financial requirements using the latest financial lifestyle modelling software. Using personal information, he builds bespoke portfolios based on clients’ futures needs and aspirations.
Before joining Beaufort, he worked at Beard and Coles Financial Practice for four years where he gained experience as a holistic financial planner, giving him a broad base of knowledge with which to plan clients’ portfolios.
Andy holds a Diploma in Financial Planning and obtained Chartered Status in December 2015.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Andy’s entry on the FCA Register by clicking here.
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Andy’s SPS on request.
Playing football and golf
Watching most sports
Spending time with his son and wife