What our clients say
G and I would like to thank you for all you help and advice over some 10 years.
We have always found your advice to be sound and well thought out and your service has always been of a high standard.
Andrew's follow-up is exemplary. I value his reminders a lot. He has never missed a previously agreed phone call or appointment and had always done his "homework" prior to any calls or meetings.
I particularly appreciated his patience when explaining financial details to an ordinary person like me. He showed himself as a very flexible and adaptable person when situations changed. I enjoy his amicable personality. I value his clear explanations and honest statements. Andrew is the living proof that there are still reliable and trustworthy financial advisers.
Andrew has shown a great client focus and a long-term understanding of a business relationship. When difficulties have arisen, he has been very diligent to solve the issues and has put the client first. In addition, he has always been kind and close.
Finding worthy means of investing can be difficult as a Swiss resident. Not with Andrew's help though.
His advice paired with a bit of patience and a fair amount of customer care has opened my eyes to new investment possibilities.
Thank you for all the guidance and looking forward to a continuously beneficial collaboration.
I have worked alongside Andrew professionally for several years now and he certainly knows his stuff. Great guy and very approachable for clients. He is honest, extremely knowledgeable and get the job done!
I have worked with Andrew for over 6 years. His dedication to his clients is unquestionable and his knowledge and expertise in the field of financial planning is clear to see. One of Andrew's greatest skills is the ability to discuss complex matters with his clients in a way that is simple and understandable. Hardworking, dedicated, experienced but above all a people person.
I have very much enjoyed working with Andrew on joint clients for many years. He is enormously focused on helping his clients achieve their goals. On many occasions he has gone "over and above" to get a great outcome for our joint clients. I found Andrew to be an excellent communicator, well organised, proactive, and extremely competent in his role.
Providing holistic financial planning, tax planning, pension and investment advice.
Pre and post migration financial planning, incvestment advice and pension transfers.
Wealth Management for UK and offshore clients.
• UK authorised
• US, EU
• Australia and New Zealand
• UK Pension Planning
• UK Pension Transfers Overseas – QROPS
• Expatriate & UK Investments
• Holistic Financial Planning