As a financial planning firm, it’s important that we go above and beyond the minimum standards required by our regulator, the Financial Conduct Authority (FCA).
We are committed to maintaining and continuing our professional development so we can provide the best possible service to our clients.
In 2011, we were proud to meet the exacting standards required to gain Chartered status as a firm. This status is awarded to firms that have made a public commitment to aligned ethics and values, to providing knowledgeable advice backed up by qualifications and continued professional development, and to seeking good customer outcomes.
The Certified Financial Planner (CFP) certification is recognised globally as the gold standard for financial planning professionals. It demonstrates the necessary skills to build trust and help consumers in an increasingly complex advice world. Andrew is proud to be a Certified Financial Planner.
Andrew is a Fellow of The Personal Finance Society. This demonstrates his knowledge and technical capability, and ongoing commitment to professional development. This is the most prestigious level of professional achievement.
VouchedFor is a review website for professionals, including financial advisers. Andrew has been recognised as a ‘Top Rated’ adviser in 2020 and is delighted to have many reviews from delighted clients.
We’re proud that we’ve been awarded the Pension Transfer Gold Standard by The Personal Finance Society. The Pension Transfer Gold Standard demonstrates our commitment to upholding the highest standards when it comes to advice on final salary and defined benefit pensions.
We really do change people’s lives! Meet some of the clients who we’ve helped to enjoy their wealth over the years
Clive & Karen Seeley
We are delighted with the service provided by Andrew and his team. They listened to what our goals were and worked with us to provide a solution to achieve them. Andrew’s support and advice has ensured that we can now relax, enjoy our retirement and achieve those goals.Read more
Jeremy & Jayne Cooke
The model Andrew has provided allows us to have a choice with Jeremy’s pension. It provides funds in later life, but also allows us to have sufficient income while we are still young and fit enough to be able to do the things we want before Jeremy’s health deteriorates further.Read more
Andrew completely changed the way I thought about planning for retirement. Without Andrew’s help and advice, I would probably have had to continue to work well beyond age 60. A year into retirement, my finances have worked out exactly as planned. I will always be grateful.Read more
Paul & Ruth Jeffries
After working hard for many years, we wanted a retirement that we could enjoy, not just ‘scrape through’. We needed to know there was still a future there to enjoy, and the plan that Andrew created for us has given us the financial security to retire with confidence.Read more
Graham and Sherill Worgan
On meeting Andrew for the first time we were extremely impressed by the considerable time he spent in determining and fully understanding our retirement needs and aspirations. This has contributed considerably to the enjoyable and secure retirement we have enjoyed since 2013.Read more
Bob and Judith Choppen
Andrew’s approach was different in that he spent a great deal of time with us understanding what we wanted to achieve from our total assets during retirement. We remain very happy and value his friendly nature and interest in our current needs.Read more