Andrew has been an adviser for almost 20 years and a Certified Financial PlannerCM (CFPCM) since 2004. There are less than 1,000 CFPs in practice worldwide*. It is the only globally recognised qualification in Financial Planning and the only one which tests the ability to write a thorough and workable financial plan.
Andrew understands that the secret to good financial planning is to be sure about what is important to you first. What is it that you haven’t yet accomplished, or been or done that is profoundly important to you? How you would like to spend your time if you had the choice? By understanding these aspects first, we can be sure financial planning is done properly.
Andrew’s wide-ranging client list includes a number of barristers, business-owners and high net worth individuals. He has also developed numerous professional connections including accountants and solicitors specialising in Private Client and Family matters.
In his spare time Andrew enjoys keeping fit, target rifle shooting for his club and county, and socialising with friends, which includes many charity events. Andrew is also interested in football and supports Nottingham Forest FC.
* As at 27 July 2010
Certified Financial Planner (CFP), Associate of the Personal Finance Society (APFS), Advanced Financial Planning Certificate (AFPC), Taxation and Trusts (G10), Personal Investment Planning (G20), Pensions (G60), Savings and Investments (SV1), Group Risk (GR1)
Telephone: 020 7382 0446
Fax: 0844 756 0462
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