Contact

I am an Independent Financial Advisor in Trowbridge with over 25 years’ experience in the financial services industry. I specialise in pensions, retirement planning, investments, Inheritance Tax planning and protection.

I provide a personalised Independent Financial Advice service for clients in their own home or place of work and offer a free, no obligation first initial meeting.

I have been part of the financial services industry since 1994, starting off as a clerk in an insurance office in Bath before working my way up through various adviser and managerial roles with insurance companies and an international bank, specialising in providing pension, investment and inheritance tax advice. I have also undertaken compliance roles ensuring the suitability of advice given to clients, providing a unique perspective on how financial advice should be given.

I am a member of the Personal Finance Society meaning I adhere to a code of ethics and strive for the highest standards of professionalism.

If you are looking for an experienced financial advisor in Trowbridge, please get in touch to book your free initial consultation.

Financial Advice Services


Watch video

My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Happy clients

Andrew was great, he analysed my pensions and forecasts for potential future values. I would highly recommend Andrew for any financial planning or pension advice.

-

Andy helped us to understand our priorities and attitude to risk, explained options available and was able to answer any questions. He was very professional and competent.

-

I was extremely happy with Andrew’s advice guidance and options. The outcome for me was better than I had hoped for and there was nothing better that Andrew could have done.

-

Financial Guidance