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Andrew Willis FPC

Financial Planner

Andrew has worked in the Financial Services industry since 1988. He began his career at a major insurer before becoming an Independent Financial Adviser in 1994.

He holds the Full FPC, RO1 to RO4 and J10 qualifications. His expertise spans a wide range of financial planning areas, allowing him to provide clear and well‑structured advice tailored to each client. 

Andrew’s approach focuses on helping clients understand their finances, visualise their goals and see how the strategies put in place support their objectives. He takes time to understand what each client wants to achieve so that his advice is specific, personal and aligned to their long term plans. The most rewarding part of his role is seeing clients gain clarity and confidence about their financial future. 

Outside of work, Andrew enjoys spending time with his family. He also likes watching sport, listening to music and taking part in quizzes. An interesting fact about him is that he survived a cardiac arrest in 2021, which gave him a renewed passion for life and a deeper appreciation for the importance of critical illness cover. One thing on his bucket list is to attend the Boxing Day Ashes Test in Australia. 

Based

Harpenden Office

Nine Waterside
Station Road
Harpenden
Hertfordshire
AL5 4US

Telephone: 020 3030 4141

Perspective (Grosvenor Wealth) is a trading style of Perspective (South East) Limited.

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Limited is a subsidiary of Perspective Financial Group Limited.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk