I have been working in the financial services industry since 2002, beginning my career in the banking sector with Abbey National. Once qualified, I have provided financial advice since 2005 and this includes 10 years with for Skipton Building Society as a financial adviser and as an authorised representative of St James Place.
As well as a wealth of experience providing general holistic financial planning I am particularly strong in the areas of fund analysis, retirement and pensions planning as well as inheritance tax and trust planning. As a family man, I understand the critical importance of effective financial planning, having effective goals and a strategy in place and how important it is to not only build but also protect your wealth for yourself and future generations.
I work with individuals, couples and families alike, and take time to fully understand what is important to my clients and then create a financial plan tailored to their specific goals and dreams.
Areas I can help you with:
- Financial Lifestyle Planning
- Cash Flow Modelling
- Financial Planning
- Pension Planning & Pension Consolidation
- Family Protection including life insurance, critical illness, mortgage insurance
- Investment Planning including asset allocation & portfolio management
- Retirement Planning
- Asset Protection & Preservation including Will Planning, Trusts and Lasting Powers of Attorney
- Tax Planning
- Inheritance Tax Planning
- Financial advice around life events such as marriage, divorce, having children and bereavement
I use sophisticated cashflow modelling software to help clients develop lifetime financial plans and to bring your financial future to life.
I work alongside the Mortgage, Equity Release, Wills, Lasting Power of Attorney and Trusts team at Ellis Bates to offer you expert financial solutions and services from saving up for your first home to protecting your family’s inheritance in later life – and everything in between.
I also work closely with our in-house investment team, who offer a deliver a first class range of investment strategies, including socially responsible investment fund propositions, to suit all risk appetites and circumstances.
As a member of the Ellis Bates Corporate team, I offer businesses, entrepreneurs and the self-employed a wide range of financial advice and support services including group pension scheme reviews, group protection services, employee benefits packages, salary sacrifice set up and financial wellbeing services.
I am a Diploma qualified member of the Chartered Insurance Institute, and have been working in the Financial Services industry since 2003.
Outside of work, I am lucky enough to live on the edge of the Yorkshire Dales in a small town called Cross Hills with my lovely wife who herself runs her own dog grooming business from our home and my two lovely children. I enjoy painting, cooking, cycling and being outdoors in the rugged beauty of the Yorkshire countryside.
Start your financial journey with Andrew
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