Meet The Team

Andy originally passed his Financial Planning Certificate in 1999 and has been advising clients since 2004, obtaining chartered status in 2011. With an honours degree in Mathematics Andy’s main skillset lies in his technical knowledge, he always wants to peer under the hood of any problem! He is most comfortable in deep analysis and takes time to produce the optimum solution for scenario. Andy has headed up an investment committee managing nearly £200M of investment funds in the past with a proven track record for improving performance of client portfolios.

While this is the case Andy takes most pride in trying to make complicated solutions simple and leaving clients in the most informed position – most clients do not want to discuss technical jargon and so Andy sees clear communication as the key.

Jonathan’s main aim is to put the clients first and has this as his focus in all the jobs he does. Since leaving sixth form at the beginning of summer 2015, Jonathan has had a passionate interest in the business industry for which he was studying towards in school and sixth form for four years.

This has given him certain skills and qualities such as working Microsoft technology and understanding parts of the business world, he is now focusing more on understanding financial services. Jonathan is studying towards his diploma in financial services.