- Diploma in Financial Planning
- Certificate in Financial Planning
- Certificate in Life & Pensions
Andrew was one of the original founders of The Pension Planner, alongside business partner and fellow adviser, Nick Pratt.
Andrew completed his financial services qualifications in 2004 and began his career at Norwich Union. He then worked for a small firm of Independent Financial Advisers, which specialised in pensions and retirement planning.
This experience allowed Andrew to develop specific skills in helping people at every stage of the retirement process. He specialises in working with people who want to make the most of their assets, and create a retirement income that is sustainable for their needs and goals. Andrew loves working closely with clients, coaching and guiding them to become better investors.
Andrew’s favourite pastime is spending time with his wife Steph, their son, Henry, and their daughter, Georgia.
Andrew loves going to the gym every morning and running regularly. He has also taken part in multiple half marathons.
- Family and friends
- Positive attitudes
- Good manners
- Bad driving
- Dark nights
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Andrew’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Andrew’s.