Personal Financial Designs

Independent Financial Adviser  Office 3, 27A Goring Road, Worthing, West sussex, BN12 4AR
First meeting at adviser's own cost
We work with you to achieve your financial goals.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Estate planning
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Taxation planning
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Corporate pension
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Andy McQueen APFS
Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

What our clients say
Changing employer required a re-investment of my personal Pension Plan. Andy from Personal Financial Designs did a complete financial review of my existing situation, my future requirements for both pension and savings and combined this with my risk profile (how much investment risk I was willing to take). This resulted in a portfolio of funds performing far better than my previous pension plan and great recommendations for my ISA portfolio.
Dick Kuypers, Rudgwick
Andy's advice has been completely invaluable to me since the death of my husband. I couldn't do without him. I just can't speak highly enough of his service. He is always there when needed.
Mrs A Knight, Shoreham
Andy has been my financial adviser for many years. I find his approach both realistic and pragmatic. He consistently understands the values I place on the varying aspects of my affairs and has advised me unerringly. I am delighted to recommend him without reservation.
Alan Deacon, Brighton
About us

Personal Financial Designs was established in Worthing in 2009. The business owner, Andy McQueen, has been providing high quality financial advice to individual clients for over 30 years.

We provide advice on all areas of investment, retirement planning and Inheritance Tax planning so whatever your objectives, we can almost certainly assist you.

Our services

Our aim is to design financial plans that lead to financial independence and a secure financial future for our clients, whatever their starting point and whatever their past experience.

We specialise in advice relevant to all aspects of 'later life', covering investment; retirement planning and retirement income options (including use of pension freedoms); and estate planning and IHT mitigation.

Where to find us
Head office address: Office 3, 27A Goring Road, Goring-By-Sea, Worthing, West Sussex, BN12 4AR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 25th May 2020

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