Andy has worked in financial services since 2020, qualifying through the London Foundation of Banking & Finance and developing a strong grounding in long-term planning, investment strategy, and retirement planning.
Andy provides personalised financial planning built around each client’s goals. This includes complimentary financial health checks, tailored investment strategies, and ongoing advice to help clients make confident decisions about their money. He uses advanced cashflow modelling to give clients a clear picture of their financial future and the choices available to them.
He heads up the Sports Division, working closely with athletes and people across the sports industry. This includes supporting clients with irregular income, short career windows, contract changes, and the transition into life after sport, while helping them build long-term financial security.
Alongside his work in sport, Andy specialises in advising professionals who are progressing in their careers and want a structured, long-term financial plan. This often involves planning for property, family commitments, retirement, and long-term investing.
Andy is committed to explaining financial concepts in clear, straightforward terms, making sure clients understand not just what they are doing, but why.
Specialisms
- Sports industry and athlete-focused financial planning
- Cashflow Modelling
- Goals-Based Financial Planning
- Investment Planning
- Retirement Planning
- Financial Education
