Andrew is a Chartered Financial Planner and has worked in various roles within the business since 2011. He joined Northumbria Financial Management after graduating from Teesside University with a degree in Criminology and became Director of the Practice in 2018.
Andrew also has achieved Fellowship of the Personal Finance Society, which is considered the most prestigious level of professional achievement for those working in the financial services profession, and involves the completion of a personalised and advanced professional development programme.
As well as overseeing the operational side of Northumbria Financial Management, Andrew provides bespoke advice to both personal and corporate clients. He is committed to helping his clients achieve their financial objectives and securing their financial futures. Andrew enjoys and prides himself on building long-term trusted relationships, so he can continue to assist with investment planning through any changing circumstances that develop over the years. Andrew’s key specialisms are retirement planning, investment planning and estate planning.
Andrew is also a certified Pension Transfer Specialist (PTS).
Outside of work, Andrew is interested in current affairs, and attempts to keep fit, as well as spending time with family and friends.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.