Q & A with Andrew
How did you get into financial services?
I have always had an affinity with figures and loved maths at school. Having spent three years as a travel agent in London, I moved back to Norfolk and decided it was time to change career. I joined a major bank and did my training to become to a Personal Independent Financial Advisor. I joined Insight in April 2017.
What are your areas of expertise?
Inheritance tax planning, high network individuals.
What advice have you given that helped a client and made you proud?
Allowing people to see that retirement is closer than they think and it’s always a pleasure when that advice leads to a wonderful life in retirement.
What do you love helping clients with?
All areas of financial planning.
Start saving early with whatever you can afford.
More about Andrew
What’s the most unusual thing you’ve ever helped a client fund?
Many once in a lifetime holidays such as around the world cruises, safaris to Africa, and bucket list destinations such as the Arctic and the Galápagos Islands.
What’s your personal financial freedom dream?
To ensure my children don’t leave university in lots of debt.
What’s the best thing you’ve ever spent money on?
Holidays with my family.
What’s the one luxury you could never give up?
My gym membership.
What’s something colleagues would be surprised to learn about you?
I was once in the crowd at Top of the Pops.
To save as much as you can as early as possible and don’t be afraid of risk.