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Andrew has 20 years' experience in financial services and specialises in pensions, investments, inheritance tax and succession planning.

He started his career in financial services in 2001, at what was then Lloyds TSB Bank. Qualifying as a Financial Adviser, Andrew spent the bulk of his time there advising clients on pensions and investments. He was also seconded to the bank’s Offshore division on the Isle of Man, where he advised international clients on savings and investments.

From 2009-2019, Andrew became a partner in a national wealth management firm , further developing his qualifications within the industry and gaining significant experience with high net worth, corporate and trustee clients.

Andrew joined Perspective in late 2019 where he offers clients a truly independent service, whilst working alongside a well-established accountancy practice.

 

 

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