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Andrew founded Financial Planning Solutions in 2008. He began his financial services career with the Prudential at the age of 20 and then became an Independent Financial Adviser in 1996 with National IFA R J Temple. In 2001, he joined Positive Solutions and worked with them for seven years before starting his own company.

Andrew gained his Chartered qualification with the Chartered Insurance Institute in 2011. He also became a Chartered Member of the Chartered Institute for Securities and Investments in 2015. Financial Planning Solutions Ltd became a Chartered firm in 2012.

Specialising in Retirement Planning, he also focuses on Investment Management, Pension Planning and Inheritance Tax Planning. He is a keen advocate of cashflow modelling and ensuring that clients can have a fulfilling retirement. This often involves coaching clients about their money and how they can achieve their ideal lifestyle without running out of money ‘whatever happens’.

He is married to Paula with three children and a Labrador. He enjoys the great outdoors especially, cycling, walking, skiing and family activities.

 

Andrew holds the following titles

  • Chartered Financial Planner
  • Chartered Wealth Manager
  • Certified Financial Planner

He has the following qualifications:

Institute of Financial Planning

  • Certified Financial Planner

Chartered Insurance Institute

  • G10 – Taxation and Trusts
  • G20 – Personal Investment Planning
  • AF1- Personal tax and trust planning
  • AF5 – Financial Planning Process
  • J01 – Personal Taxation
  • J02 – Trusts
  • J05 – Pension Income Options
  • J06 – Financial planning practice
  • R04 – Pensions and retirement planning
  • R08 – Pensions update
  • MAQ – Mortgage Advice Qualification
  • Financial Planning Certificate