Andy Gray

Andy is a goals-based financial planner dedicated to helping professionals achieve their financial objectives and build robust financial strategies. Since 2020, he has been working in financial services, gaining expertise and earning his qualifications through the London Institute of Banking & Finance.

He offers personalised financial planning, creating tailored strategies to help clients manage their finances, save for the future, and invest wisely. Andy provides complimentary financial health checks to evaluate clients' current financial situations and identify areas for improvement. His investment planning services offer guidance on building diverse investment portfolios that align with clients' goals and risk tolerance.

In retirement planning, Andy ensures that clients are on track to enjoy a comfortable and secure retirement. He also uses advanced cashflow modelling software to provide a clear picture of clients' financial futures and help them make informed decisions.

Andy specialises in working with professionals who are progressing in their careers and looking to establish a strong financial strategy. This includes individuals from various fields as well as sportspeople who need tailored financial strategies to manage their unique financial situations. Whether clients are aiming to save for a home, plan for future family needs, or invest in long-term goals, Andy is there to guide them every step of the way.

With qualifications from the London Institute of Banking & Finance he believes in creating customised plans that reflect each client's unique financial situation and aspirations. Andy is committed to explaining financial concepts in clear, simple terms, ensuring that clients understand every step of the process.

Specialisms

• Cashflow Modelling
• Goals-Based Financial Planning
• Investment Planning
• Retirement Planning
• Financial Education