0118 443 0388
Based in Reading
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: January, 2024
4.7 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: 26 April 2025
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
28
Recent Client Reviews
Andrew has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 28 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: 03 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.
Qualifications Uploaded
Andrew has not yet added their qualifications to their profile
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Andrew has not yet added their qualifications to their profile
Transparent Fees
Andrew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Andrew has provided information on their typical fees
Andrew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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: 26 April 2025
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
28
Recent Client Reviews
Andrew has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 28 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: 03 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.
Qualifications Uploaded
Andrew has not yet added their qualifications to their profile
Qualifications not yet added
Andrew has not yet added their qualifications to their profile
Transparent Fees
Andrew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Andrew has provided information on their typical fees
Andrew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been an Independent Financial Adviser since 2012, having been involved in Financial Services for over 20 years, working as a research analyst and report writer for a variety of firms, in London, Birmingham and Leicester. My particular areas of interest include pension, investment and inheritance tax planning, and was pleased to receive my Chartered status, which I believe should be the standard of quality that our clients deserve. My client base is very much specialized on clients that have already built up their wealth and are either shortly to retire or have already retired. As well as advising individual clients, I also advise Trustees and business owners and in my spare time have also helped advise Charities. It really is a joy and privilege to be able to be part of a clients own personal financial journey and help them to fulfill their future goals. In my spare time a lot of this revolves around family, including my two little girls that demand my attention! as well as being involved at my local Church of England. I am also a keen sportsman and can be found either playing, watching or talking about a number of different sports.
£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
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.