Symponia Member

Andrew has worked in the financial services profession since 1991 and has extensive experience in helping clients with their affairs. His technical knowledge and practical application are coupled with an easy to understand explanation of his recommendations. He holds the Advanced Financial Planning qualification and works closely with the legal and accountancy professions to ensure that you, the client, receive the best possible advice.

“moneytree wealth is committed to the creation and preservation of client wealth through holistic and ethical financial planning.”

moneytree wealth operate a dedicated department which combines expertise in the areas of Long-Term Care, IHT mitigation, Lifetime Mortgages (equity release) and Investment planning to provide what we consider to be an exceptional level of service. It is a founding principle of moneytree wealth that advice is geared totally to clients’ requirements and is not influenced by commissions or other financial inducements.

We feel that the above approach creates a sense of partnership between us thereby enhancing mutual trust and loyalty. Quite justifiably, we are proud of our professional pedigree, built on the principles of integrity, technical excellence and a tailored service.

Andrew is a member of The Retirement & Care Faculty.