0330 038 8939
Based in Tetbury
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
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
Last checked: 05 April 2025
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
3
Recent Client Reviews
Andy has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andy has received 3 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: 06 January 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 not yet added their fees to their profile
Fees not yet added
Andy has not yet added their fees to their profile
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: 05 April 2025
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
3
Recent Client Reviews
Andy has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andy has received 3 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: 06 January 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 not yet added their fees to their profile
Fees not yet added
Andy has not yet added their fees to their profile
As a Chartered Investment Manager, Andy runs and manages bespoke investment portfolios on behalf of his clients to help them meet their individual needs and requirements. Andy also provides tailored financial planning for his clients, with a particular focus on inheritance tax planning and pension advice. An Economics graduate from Cardiff University, Andy launched his career as a trader in The City of London in 2005. Prior to joining A&J, Andy has worked in The City of London within wealth management for over 14 years at some of the UK’s largest firms, looking after a number of high-profile clients. Andy’s clients value his proactive nature, attention to detail and his focus on building strong and long-lasting relationships. Entrepreneurial in nature, Andy is also an established businessman who has developed and sold two FTSE 250 franchised businesses.
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
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.