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Andrew Heap DipPFS

Director, Financial Planner

Andrew joined Perspective in January 2020, bringing with him over 25 years of experience in the financial services industry.

He is a Diploma-qualified Independent Financial Adviser (IFA) with particular expertise in long-term care planning and retirement planning for aviation professionals. In addition, Andrew works closely with chartered accountants, supporting owner-managed business clients with tailored financial strategies.

Andrew’s approach is built on strong relationships and a deep understanding of each client’s unique circumstances. He particularly enjoys meeting new people through introductions and professional networks, taking the time to understand their goals and objectives so he can deliver highly personalised financial planning. For Andrew, the most rewarding aspect of his role is transforming initial introductions into long-term, trusted partnerships.

 

 

Reviews and Ratings for Financial adviser Andrew Heap, Newcastle-upon-Tyne
Andrew Heap

Telephone

07799 326940

Based

Darlington Office

Regency House
51 Coniscliffe Road
Darlington
County Durham
DL3 7EH

Telephone: 01325 289400