APFS Chartered Financial Planner
Tel: 01423 544700
Andrew started his career as a Financial Adviser with The Royal London 1990, moving to The Prudential in 1997. Looking for a new challenge, Andrew was one of the founders of RMB Financial Management in August 2000.
Andrew has lots of experience as an Adviser attaining Chartered Status in 2007, an achievement of which he is proud, he spends lots of time keeping his knowledge up to date order to advise his clients appropriately.
He prides himself in building relationships with clients that allow him to fully understand their requirements and concerns, in turn his clients can be assured that he always has their individual needs foremost in his mind.
Andrew is a serious business professional but also has a fun side, with humour being very important to him.
When not advising, Andrew sings with a local band, paying at venues throughout Yorkshire and The North East, he also can be found working on his 1979 VW Camper Van, something he describes as a labour of love.
Areas of Expertise
- Investment Advice
- Retirement Planning
- At Retirement Advice
- Investment Portfolio Construction
- Tax Planning
- Occupational Pension Advice
- Advice on more complex pensions – SSAS and SIPP
- Inheritance Tax and Trust Planning
- Long Term Care Advice
- Life Assurance and Protection
- Equity Release and Lifetime Mortgages