0330 038 8938
Based in Cheltenham
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: October, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
Last checked: 20 March 2025
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
41
Recent Client Reviews
Andrew has received 41 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 41 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: 10 April 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
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Andrew has not yet added their fees to their profile
Fees not yet added
Andrew has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Andrew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 7 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
Last checked: 20 March 2025
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
41
Recent Client Reviews
Andrew has received 41 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 41 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: 10 April 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
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Andrew has not yet added their fees to their profile
Fees not yet added
Andrew has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Andrew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 7 first impressions)
I advise on investments and pensions, as well as specialising in estate planning, both for those arranging their own finances, and for families who have lost a loved one. I have been advising clients for more than 20 years. If you would like to meet with me to discuss your financial needs, this first meeting is at no cost to you at all, but an opportunity for each of us to get to know each other. You will not have to make any decisions during that meeting but you will leave knowing exactly how I can help and how much it will cost if you decide to take advice. The three things I love most about my job are helping people achieve their goals, putting clients’ minds at rest, and coming up with simple, effective solutions to problems that seem insurmountable
£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 Andrew's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Cheltenham Independent Financial Advisers Ltd is Authorised and regulated by the Financial Conduct Authority. Cheltenham Independent Financial Advisers Limited is entered on the Financial Services Register under reference 603065. Registered In England and Wales Company No. 06308841. The Financial Conduct Authority does not regulate will writing and taxation and trust advice.