0131 268 0014
Based in Edinburgh
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FCA status: Certified by Firm
Last checked: 15 February 2025
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
7
Recent Client Reviews
Verified reviews: 100%
Andrew has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 10 October 2024
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.
5
Qualifications Uploaded
5 qualification certificates available to view
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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Andrew has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 15 February 2025
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
7
Recent Client Reviews
Verified reviews: 100%
Andrew has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 10 October 2024
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.
5
Qualifications Uploaded
5 qualification certificates available to view
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Andrew has not yet added their fees to their profile
Having earned two degrees – an MA (Hons) and MSc in the subjects of Geography, Italian, and Urban & Regional Planning – Andrew shifted his focus to Financial Services. He holds a Diploma in Financial Planning (DipPFS) as well as being a level 4 mortgage adviser (CertSMP), and has worked in wealth management since 2011. What do you like most about working at Acumen Financial Planning? “I wanted to join Acumen Financial Planning, mainly because having looked into the firm, I was impressed at the way the firm works, its ethos, its commitment to its people and the service it provides to its clients. In addition, I love that Acumen focuses solely on core financial planning and not on the conversion of leads or products. “Working with the team to build client plans which ensure their long-term financial independence.”
Offers available through VouchedFor
Contact Andrew 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).
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