Areas of expertise
Pensions, retirement planning, tax-efficient investments, estate planning, investment and protection; later life planning.
Andrew advises individuals on all aspects of financial planning with a particular focus on long-term retirement and income planning, both for those approaching retirement and those looking to save for the future.
Andrew works collaboratively with others, including investment and accountancy professionals, to ensure client goals are achieved.
He specialises in tax-efficient investments encompassing Venture Capital Trusts (VCT), Enterprise Investment scheme (EIS) and Seed EIS advice. He also advises on investments which seek to benefit from Business Relief for IHT purposes.
- Advising Partners of a major law firm following the sale of their business.
- Speaker at various seminars on topical planning issues
Member of the Personal Finance Society (PFS) and a Chartered Financial Planner.