Andy is a Chartered Financial Planner and is responsible for setting Francis Clark Financial Planning’s strategy. He leads the Senior Management Team and is a member of the Investment Management Committee.
Andy is primarily based in our Exeter office but also works throughout the region and in London.
He joined Francis Clark Financial Planning in 2017 having previously been a Partner and Head of the Investment Management Team at a firm of solicitors in the East Midlands. He has extensive experience in providing advice on investment planning, retirement planning, and succession planning, particularly with the owners of family businesses.
Andy is married with two young children. Outside of work he spends most of his time with his family enjoying the coastal area, paddle boarding and boating.