Andrew Kirk

Andrew is a Senior chartered financial planner with 22 years’ experience in the Bancassurance and IFA sectors. He is committed to delivering tailored financial solutions and fostering long-term client relationships. 

I am at my best when I am building relationships by helping clients understand their financial position and creating achievable plans using the clients’ objectives. My clients benefit from the use of cashflow planning as part of our planning process to graphically illustrate how they can utilise their wealth to achieve their plans.

I enjoy all areas of financial planning, but in particular helping clients with purchasing commercial properties within their pensions. I have worked with my professional connection network to help clients facilitate purchases of a variety of land and property for their businesses.

I thrive in my various roles within the business, leading the team in Truro, sitting on the Investment Management Committee and most importantly looking after my clients on a daily basis.

I consider myself to be a friendly, approachable and driven person who loves to see all those around me be successful in whatever they are trying to achieve.

Away from work, I love spending time with my family or on the golf course.