0203 551 0160
Based in Battersea
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2020
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
Last checked: 24 April 2025
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
23
Recent Client Reviews
Andy has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andy has received 23 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Andy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Andy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Andy has not yet added their fees to their profile
Fees not yet added
Andy has not yet added their fees to their profile
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Andy (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Andy
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Andy (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
Last checked: 24 April 2025
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
23
Recent Client Reviews
Andy has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andy has received 23 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Andy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Andy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Andy has not yet added their fees to their profile
Fees not yet added
Andy has not yet added their fees to their profile
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Andy (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Andy
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Andy (based on 3 first impressions)
Andy has been with the firm since 2008 and heads up the South East region of Forvis Mazars. Andy is a Chartered and Certified Financial Planner and has developed specialisms in pensions and retirement planning, estate planning, and privately-owned businesses. A highlight of Andy’s career came in 2017 when he was awarded the prestigious title of Financial Planner of the Year by the Financial Times magazine, Money Management. This award involved the submission of real-life financial planning reports, the presentation of advice for three hypothetical case studies, and a rigorous interview process at the FT’s head office in London. Andy has also been a regular face in Citywire’s Top 35 Under 35 Financial Advisers, as well as being one of its cover stars! A highly motivated and enthusiastic Financial Planner, Andy’s success can be directly attributed to his unwavering focus on providing quality advice, putting the client’s needs at the forefront, and not being afraid to challenge the status quo.
Offers available through VouchedFor
Contact Andy through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Andy's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
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Adviser Disclaimer
Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.