What sets Andy apart?

As an experienced paraplanner, based in Plymouth, Andy has strong technical and report writing skills which ensures that client communication is delivered in an easily understandable format. He has expertise in analysing potential solutions for clients to ensure they are delivered in a compliant manner and in line with legislation.

Andy has over 40 years’ experience in financial services, having spent 28 years with NatWest bank, much of which was spent in various managerial positions.

Since 2007, he has worked in the Independent Financial Advice sector as both an adviser and paraplanner, using his experience in various systems, investment platforms and advice solutions as well as being a mentor to other staff.

Andy's service expertise

IFA Services
  • Devising cost effective solutions to meet client objectives and expectations
  • Ensuring client communications are produced in a clear and precise manner
  • Monitor legislative and industry changes to ensure clients are treated fairly and the business operates in a compliant manner
  • Undertake ongoing due diligence to ensure recommended providers and solutions remain suitable

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