As a Chartered Financial Planner, Andy has been working in Financial Services for over 27 years, the last 20 of which have been with large accountancy firms, where he also first worked with Duncan.
Joining the Raymond James, Exeter Team has provided Andy with the perfect opportunity to continue providing exceptional financial planning advice to his existing and new clients.
During his career he has had the pleasure of dealing with a wide range of planning scenarios, helping clients to achieve their life objectives. In order to make this happen, Andy invests heavily in the relationships he has with his clients, creating the trust that is required to talk about the most important things in their lives.
Through this process, he then creates a financial plan which allows the client to visualise the future better, helping them to do more of what they want to do and less of what they don’t, in a cost-effective, tax-efficient and risk-managed manner.
In particular, over the last 10 years, Andy has developed a specialism with dealing with divorce scenarios, which he finds particularly rewarding as people in these circumstances really appreciate having someone they can trust to navigate the complex financial situations that can occur.