Areas of expertise
Discretionary investment management and strategy; private portfolios including ISAs, self-invested personal pensions (SIPPs), and trusts.
Andy has worked in the financial services industry for over 16 years and joined Smith & Williamson in 2010.
He specialises in discretionary investment management for individuals and families as well as charities, trusts and corporations. Andy’s main area of expertise is creating and managing bespoke portfolios and working closely with his clients to achieve their financial objectives over the long term, and then ultimately helping to manage the transfer of wealth into the next generation.
As a chartered wealth manager and qualified financial planner, Andy is able to discuss all areas of personal wealth in depth whilst specialising in portfolio construction and investment management.
Chartered Wealth Manager, Chartered Fellow of the Institute for Securities & Investment (CISI) and Chartered Insurance Institute (CII) diploma in financial planning.