Andrew joined the company as a Wealth Planner in October 2010, and was appointed to our board of directors in June 2014. Previously, he spent three years working as a financial planner for the Bank of Scotland Investment Service in the high net-worth sector. Prior to his career in financial services, Andrew spent seven years in Geneva working in the European energy markets in risk-management and trading.
Currently, Andrew’s main focus is dealing with clients’ personal financial planning. He specialises in the areas of retirement planning, investment advice and Inheritance Tax mitigation, including complicated trust structures. His client portfolio of high net-worth individuals are based in the Yorkshire area, and right across the UK. Andrew helps shape the strategy of the business and manages various aspects of its daily operations.
Andrew lives with his wife in Harrogate. Following his time in Switzerland, he is a keen skier and snowboarder, although the arrival of two small children has impacted on the number of potential trips abroad. He also enjoys a round of golf in the summer.