Andrew is a Chartered Financial Planner. He has worked as an adviser since 2009 and joined Beaufort in the summer of 2013. Having previously worked as a self employed adviser, Andrew has experience in all aspects of financial planning, which has given him a broad base of knowledge to help his clients.
Andrew specialises in creating tailored financial plans for individual clients and business owners approaching/planning for retirement, challenging them to focus on their real requirements and aspirations for retirement before creating them a bespoke retirement plan. Once this is in place, he continues to work with his clients to ensure that their plans are successfully maintained and amended to allow them to retire in the manner they had hoped, whilst still providing a tax efficient legacy for their families.
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.
Andrew is an Associate member of the Society of Later Life Advisers (SOLLA).
Playing Golf and Football
Riding for the Ark Riders helping the Ark Cancer Charity
Spending time with his wife and Son
Suits (the TV show)
Most reality TV shows