Testimonial
“The sound and wise advice provided by Andrew, the great attention to detail, the constant follow up and the remarkable effort you exerted to have all matters settled on time, was truly more than impressive. The support I received when dealing with you is second to none. Thank you again.”
Retired Client
“It is very satisfying to see our investments performing well in such a difficult and uncertain climate and both my wife and I remain very appreciative of the advice being provided by you and the wider PWM team. The transition of our portfolio from John to you has been seamless and we are very happy indeed with the service which you and PWM continue to provide for us. Many thanks again”.
Senior Legal Counsel
“When seeking advice on the management of my investments, and having no experience of the process, I was concerned that the review would turn out to be either a boiler-plate exercise or an over-detailed scrutiny of my assets. Neither of these transpired. You were generous with your time, and adopted a holistic approach that produced a number of helpful suggestions and recommendations. In particular you were able to communicate effectively to my level, as someone with a little above median knowledge of financial services. You were responsive to my questions, and flexible and patient given the protraction resulting from last year’s lockdown.”
Retired Accountant
Following my degree in Business Management & Accounting, I completed a Master of Science in Finance with Accounting; ranking top 5 in Modern Finance, and achieving distinctions in key investment focused modules. This gave me solid foundations to then achieve the coveted Chartered Financial Planner status, earlier than most, with an advanced specialism in Investment Management by multiple qualifications. This culminated in attaining Fellowship of The Personal Finance Society; the highest qualification awarded through the CII. I was also a Finalist for the Chartered Financial Planner of The Year Award for 2021 by The Personal Finance Society.
I take a diligent and proactive approach to financial planning; helping clients explore both the familiar and unfamiliar financial territory. Seeing the significant value that prudent wealth management adds to the lives of many makes me extremely passionate and proud about what I do. My focus is to simplify complex matters, without compromising the technical quality of advice.
My professional experience is dominated by being part of a team delivering independent advice to equity and salaried partners at the top end of legal and other professional sectors, at varying stages of their lives. I have also dealt with entrepreneurs, the medical sectors, investment bankers, fund managers, accountants and even a retired financial adviser. The common factor is our Lifetime Wealth Model, combined with our Tax Optimisation and unique investment strategy, aims to ensure you are on track to achieve the goals you set. Our consistent service experience ensures the recommendations we implement are actively reviewed and remain appropriate. A further unique offering is our Private Office. This brings services to you which were typically only accessible to ultra high net worth individuals.
Having previously been selected to lead ‘Central Research and Knowledge Management’ across the firm, I am very familiar with the many options you face as a client. I have over a decade of experience in business and finance, considering academic, personal and professional levels, which have obvious benefits to my clients.
In my spare time, I am involved in charity management and enjoy playing tennis. To wind down, I love to read, and swimming works wonders.
