Areas of expertise
Financial planning including pensions and retirement; investments; inter-generational and inheritance tax (IHT); family contingency planning.
Andrew has worked in financial planning for over 25 years and joined Smith & Williamson in 2004. He has extensive experience and provides expert analysis and financial planning advice to individuals and families. Andrew also helps individuals during and post divorce.
- Andrew has advised some clients for over 25 years.
- For a number of families he acts for multiple generations.
- He is a regular public speaker at Smith & Williamson events, covering topics relating to financial planning and pensions.
- He is a member of the firm’s Financial Services Technical Committee and our regional Professional Practices group.
Certificate and diploma in financial planning from the Chartered Insurance Institute (CII).