Andrew Haley

APFS

Chartered Financial Planner

Andrew Haley

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

Get in Touch

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Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

Key points for investors in a post Covid-19 world

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