Andrew has been advising high-net-worth private clients on the management of their financial affairs for more than 20 years. He provides bespoke advice on pensions and retirement planning, investing through tax-efficient structures, inheritance tax planning, and personal protection, and also assists clients with wealth structuring, particularly in relation to business exits.
Before joining LGT in 2025, Andrew was a Senior Wealth Planner at UBP. Prior to this, he spent five years at Investec as a Senior Financial Planner and also ran his own directly authorised advice firm, specialising in joint ventures with accountants and solicitors.
Andrew has been a Chartered Financial Planner for more than sixteen years. He is a member of the Chartered Institute for Securities & Investment (CISI) and a Fellow of the Personal Finance Society (PFS).
