Andrew has been involved in financial services for over 30 years the majority of which has been as an Independent Financial Adviser. The world of financial services is both challenging and rewarding and everybody's situation is in some way different. The ultimate goal is to try and help clients achieve their objectives and this is achieved by having great relationships with my clients. I'm fortunate to have been in the job long enough to see many clients retire happily and enjoy great retirements without any financial worries and that is enormously rewarding. It takes commitment from the client but it's achievable if you have a plan. Integrity is vital in life and especially so in financial services. I've been in the profession long enough to see the good and the bad and Integrity isn't always what it should be. Managing clients wealth takes up the majority of my time as I monitor the vast majority of my clients portfolio's on a monthly basis. I used to do annual reviews but with the industry and fund managers changing so much I introduced a new monthly review service for my clients some years ago and we have never looked back.
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
