UK Qualified through the Chartered Institute of Insurance (CII) in Financial Planning and almost 20yrs in financial services. Andrew works with many clients throughout the world to create individual financial plans that allow clients to achieve their goals. The main areas of advice include pension transfers, retirement planning, investment advice insurances and mortgages. Having worked with clients from many industries and geographical locations allows him to meet local and international requirements of clients. As a keen sportsman, Andrew enjoys the challenges and competitiveness of sports. The training, strict diet and attention to detail required Andrew mirrors in his working role for clients to ensure they receive the best advice available for their circumstances.
- LIBF – Level 4 Diploma for Financial Advisers
- BSc Hons Napier University
- CII Certified Financial Planner
- Advanced Unit in Savings and Portfolio Planning