Career Profile
Andrew has worked in financial services since 2011, as both a Paraplanner and Financial Adviser. In his previous role, he worked as part of a team of pension specialists where he held the prestigious Pension Transfer Specialist (PTS) status.
In 2016, Andrew reached the final of the CISI’s (Chartered Institute for Securities & Investment) Financial Planning Awards, shortlisted in the category of ‘Paraplanner of the Year’ and gained Chartered status the following year.
Key Services
Andrew covers all aspects of financial planning, but specialises in the areas of pension and retirement planning and investment planning.
Although he holds Chartered status, Andrew is still keen to continue with his studies to improve his knowledge and stay up to date with regulations.
Andrew provides excellent support to the Paraplanning team; researching the range of products available and writing detailed reports for clients, while building his own client portfolio as a Chartered Financial Planner.
Qualifications
2011: CF1, R01, R02, R04
2012: R03, R05, R06
2013: AF3
2014: AF4
2015: AF1, AF5, J05
2016: J11
2017: J07
BA Hons Geography 2:1; University of Newcastle Upon Tyne
