0330 038 8939
Based in Grays
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: July, 2022
4.9 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: 28 February 2025
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
34
Recent Client Reviews
Andy has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andy has received 34 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: 24 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.
Qualifications Uploaded
Andy has not yet added their qualifications to their profile
Qualifications not yet added
Andy has not yet added their qualifications to their profile
Transparent Fees
Andy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Andy has provided information on their typical fees
Andy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
34
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andy (based on 34 first impressions)
100% of users who are not yet clients had a positive first experience with Andy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andy (based on 34 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: 28 February 2025
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
34
Recent Client Reviews
Andy has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andy has received 34 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: 24 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.
Qualifications Uploaded
Andy has not yet added their qualifications to their profile
Qualifications not yet added
Andy has not yet added their qualifications to their profile
Transparent Fees
Andy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Andy has provided information on their typical fees
Andy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
34
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andy (based on 34 first impressions)
100% of users who are not yet clients had a positive first experience with Andy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andy (based on 34 first impressions)
I have worked as a Financial Adviser since 2003, prominently in the West End and The City of London. I have worked for many large banking organisations including RBS, Halifax, and HSBC. I am a diploma qualified financial planner and a member of the Chartered Insurance Institute. Working with a financial planner affords you the freedom and opportunity to live the life you wish both for yourself and for your family. I am here to help you with a holistic financial planning service, including tax planning, tax and inheritance tax mitigation, savings and investments, insurance and protection, pensions and retirement and estate planning, I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life. I work extensively with business owners, high earners, and high net worth individuals, all of whom need specific, expert tailored advice surrounding tax, tax allowances and pension planning – both as an individual and alongside your spouse or partner to efficiently manage your finances in the short, medium and long term. Outside of work I am a fully qualified FA football coach and manage an U15’s football team, both of which keep me fit and healthy, and I thoroughly enjoy. I am actively involved and treasurer for a local charity whose aim is to provide support and services for the young and old in my local community, which is very rewarding.
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
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