Key Services
As a chartered financial planner, Andrew can help clients in the following key areas:
- Establishing a financial plan, helping clients to gain a better understanding of their finances, with a plan of action to improve their future
- Building a cash flow projection for client’s finances, helping them to see whether they are on track to achieve their goals and highlight areas they may wish to address
- Reviewing existing pension arrangements, setting up new pension plans and developing a contribution strategy to help clients to achieve their retirement objectives
- Investment planning; covering a review of clients; existing savings and investments, as well as addressing new money received from inheritance or otherwise
- Putting the right protection in place for clients and their families, from life cover to critical illness and income protection policies
- Speaking to employers and workplaces, helping their teams to better understand their workplace pension arrangements and providing general financial guidance and support
Career Profile
Andrew has shown a continued passion for financial planning since joining the profession in early 2011. From the early days of supporting advisers in a paraplanning role, to developing processes and managing teams, Andrew now advises clients of Active Chartered Financial Planners in his role as a chartered financial planner.
Andrew covers all aspects of financial planning, specialising in wealth management, with investment planning and retirement planning at the core. As a pension transfer specialist (PTS), Andrew can advise on all areas of pension planning, including advice on defined benefit schemes.
Since joining the firm in 2019, Andrew has been instrumental in shaping our central investment proposition and has contributed to the continuous improvement of our systems and processes. With a strong interest in the technology that drives our profession, Andrew supports the team in utilising the tools that enable us to deliver an exceptional service to our clients.
Andrew is a strong advocate for the use of cash flow modelling, which helps to create simple visual aids that demonstrate what is possible financially, allowing clients to make informed decisions with greater ease.
Client testimonial
”
The service I have received has been excellent, Andrew explained everything with great knowledge but patiently. Thank you
”
Find out what else Andrew’s clients say about him
Hobbies and interests
As a proud parent to two daughters, Andrew’s spare time is often taken up by ‘doing what dads do’ and getting the girls from A to B.
A long-term season ticket holder at the Riverside, Andrew has supported the Boro (Middlesbrough FC) through thick and thin. From time to time, he’ll put the boots on to join the Active Chartered Financial Planners’ five-a-side team for a game or two.
Given Andrew’s passion for personal finance, he also shares regular content on his YouTube channel to help bring financial education to a wide audience, with his down to earth humour.
Qualifications
- Advanced Diploma in Financial Planning (RQF Level 6) with the Chartered Institute of Insurers (CII)
- BA Hons Geography 2:1; University of Newcastle Upon Tyne
