Andrew is a Financial Planner in our Investment and Wealth Advice (IWA) team. Within his day-to-day role, he provides bespoke financial planning solutions to meet the complex needs of high-net-worth clients. Andrew has a particular interest in cash flow modelling, retirement income and inheritance tax planning. He provides much of the technical support to the IWA team within an ever-changing regulatory landscape.
Andrew has over 15 years’ experience in the financial planning industry. He is a Chartered Financial Planner and also holds APM Project Management Qualification (PMQ) and Lean Six Sigma Green Belt. Prior to joining Weatherbys, Andrew held paraplanning positions at Rathbones Brothers Plc and Tilney Ltd.
Outside of his work at Weatherbys, Andrew is an avid five-a-side football player and has a passion for the culinary arts.