“When it comes to legislation, you can’t predict what is going to happen in the future, but it is crucial to steer and guide your clients through any potential pitfalls.”
- Locations
- Lincoln
Andy heads up the Financial Planning team and mostly looks after high-net-worth individuals. These clients tend to be people who have retired or are close to retiring and want help both preserving wealth and passing it on to family.
He specialises in tax-effective planning vehicles and allowances, inheritance tax planning, pension and trust planning. That includes guiding clients through any changes in legislation that could impact their wealth management strategy.
Andy worked as a Financial Planner during the 1990s with Lloyds and Barclays banks and then in the same role for a major accountancy firm before joining RBC Brewin Dolphin’s Lincoln office in 2015. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society.