0330 038 8941
Based in Worcester
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: April, 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: 20 April 2025
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
10
Recent Client Reviews
Andrew has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 10 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: 14 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 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: 20 April 2025
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
10
Recent Client Reviews
Andrew has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 10 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: 14 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 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 love to meet new clients and work together to achieve their retirement and lifestyle goals through effective financial planning. Working at WWM provides a huge depth of resources as well as a technology platform that allows me to leverage the very best ideas into client portfolios. Prior to moving into financial planning, I worked in the City for firms such as BGI (Now BlackRock), Legal & General and Russell Investments amongst others. Latterly, I was a Portfolio Manager involved in the restructuring of portfolios on behalf of sovereign wealth and pension fund clients. The arrival of a new addition to the family created the desire for a better work/life balance and I decided to combine two passions of problem solving and financial markets into a career in financial planning. Outside advising, I like to be found on the golf course or following the adventures of Peppa Pig and Tractor Ted with my two young daughters.
Offers available through VouchedFor
Contact Andrew through VouchedFor and your initial 30 minute 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 Andrew's clients
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