Andrew Waldron

Advising clients since:  2004

Qualifications: Chartered FCSI, BA Hons, DipPFS, CISI Investment Advice Diploma.

Areas of expertise: Holistic Financial Planning, Inheritance Tax, Trusts and Tax Efficient Investments.

 Andrew believes in providing a high level of personal service to clients and specialises in maximising the tax efficiency of financial plans. What this means for clients is that you get to keep more of your growth and there are more assets for either the future or passing onto the next generation.

Andrew has worked in financial services for over 15 years across a number of senior roles. This provides real insight into what client’s other options are, the cost and consequently the value to clients.

Andrew’s past history in investment research, client propositions and strategy means he is excellent at digging into the detail as part of creating a financial plan. Andrew adapts the plan according to each client’s needs and is comfortable operating at a high level or with clients who like delving into the detail. Andrew says ‘I find the most important part of advice process is the plan and for many clients this is essential and reassuring.’

Andrew’s personal values revolve around integrity and the provision of great advice. If you speak to Andrew’s clients, trust is often one of the first words used to describe their reason for choosing him.

Andrew is a Chartered Fellow with the Chartered Institute for Securities and Investment, which demonstrates a commitment to excellence in the area of advice.

Andrew lives in Surrey with his young family and is keen on keeping fit and being outdoors.