Andrew is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He has been in financial planning for over thirty years and has a high level of expertise and experience. He enjoys building strong, successful relationships with his clients.
He is responsible for both Truro and Plymouth offices, together with additional responsibilities within Francis Clark Financial Planning.
Andrew primarily provides financial planning advice to private clients. He has a particular interest in retirement planning and enjoys helping his clients to achieve their retirement objectives. In addition, he provides investment and inheritance tax planning advice. He also works closely with the accountancy practice with regards to business clients and assists in providing advice on corporate investments.
In his spare time, Andrew enjoys cycling, walking, watching rugby and attending live music events