Andy brings with him a wealth of experience and professionalism which fits perfectly with our ethos and culture. Andy joined the financial advice profession in 1987 after 12 years as a technician in the RAF. He then became an independent financial adviser in 1989 with successful careers at major firms in Norfolk including running his own IFA practices with integrity and client care being of the upmost importance. Andy is working towards achieving Chartered Status with the Chartered Insurance Institute and specialises in planning areas such as inheritance tax, pensions and investments with consideration to lifestyle planning, retirement management and long term care planning.
Outside of work, Andy a true Mancunian, has been a season ticket holder at Manchester City and travels to see them with his Norfolk friends. He also enjoys cycling, restoring British classic sports cars and being at home with his family.
We welcome Andy to the firm