Andrew ensures our processes run as smoothly as possible and handles much of the day-to-day client correspondence. In Eric’s words, Andrew’s job is to ‘make things happen!’.
Andrew works closely with both Eric and Shelagh, assisting them with preparing and reviewing client suitability reports, as well as ensuring our new clients’ portfolios are transferred smoothly.
He has already attained the CII Certificate in Financial Services and is currently taking exams to attain the Diploma in Regulated Financial Planning.
Outside work, Andrew enjoys keeping fit by playing a number of sports, including football and golf.
He also loves writing and enjoys penning short stories, scripts and articles in his spare time.
- Cold beer
- Ice cream
- A crisp, sunny morning
- Manchester United and football
- Table tennis
- Loud neighbours