Andrew Cunnington

Andrew Cunnington

Director, Financial services

Areas of expertise

Pensions, retirement planning, tax-efficient investments, inheritance tax (IHT), investment and protection; later life planning.

Experience

Andrew advises individuals on all aspects of financial planning with a particular focus on long-term retirement and income planning, both for those approaching retirement and those looking to save for the future.

He specialises in tax-efficient investments and is responsible for Smith & Williamson’s venture capital trust (VCT), enterprise investment scheme (EIS) and seed EIS research and advice.

Andrew also advises on investments which seek to benefit from business property relief for IHT purposes.

Notable achievements

  • Advising partners of a major law firm following the sale of their business.
  • Speaker at various seminars on topical planning issues
  • Regular contributor to our Family Wealth Management newsletter.

Professional qualifications/memberships

Member of the Personal Finance Society (PFS) and a Chartered Financial Planner.

Contact Andrew