Andrew Yonge

Director, Financial services

Areas of expertise

Financial planning including pensions and retirement; investments; inter-generational and inheritance tax (IHT); family contingency planning.

Experience

Andrew has worked in financial planning for over 30 years and joined Smith & Williamson in 2004. He has extensive experience and provides expert financial planning advice to individuals and families.

He has extensive knowledge of pensions including Lifetime Allowance and Annual Allowance issues and is a Pension Transfer Specialist; Andrew helps clients plan for retirement, and post retirement, which includes advice on investments, planning for inter-generational and inheritance tax (IHT) issues and family contingency planning.

Notable achievements

  • Andrew has advised some clients for over 25 years and 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 S&W Personal Financial Planning Management Committee and is Chair of the Financial Planning team’s Technical Working Party.

Professional qualifications/memberships

Member of Personal Finance Society and a diploma in financial planning from the Chartered Insurance Institute (CII).

 

Smith & Williamson Financial Services Limited
Authorised and regulated by the Financial Conduct Authority

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