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Andrew Cunnington Financial planning
Director, Financial services

Andrew Cunnington

Financial planning

Areas of expertise

Pensions, retirement planning, tax-efficient investments, estate planning, investment and protection; later life planning.

Experience

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.

Notable achievements

  • Advising Partners of a major law firm following the sale of their business.
  • Speaker at various seminars on topical planning issues

Professional qualifications/memberships

Member of the Personal Finance Society (PFS) and a Chartered Financial Planner.

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