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 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.

Notable achievements

  • 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.

Professional qualifications/memberships

Certificate and diploma in financial planning from the Chartered Insurance Institute (CII).

Contact Andrew

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