0330 038 8942
Based in Poole
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2020
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
Last checked: 24 April 2025
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
27
Recent Client Reviews
Andrew has received 27 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 27 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Andrew has not yet added their fees to their profile
Fees not yet added
Andrew has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Andrew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 8 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
Last checked: 24 April 2025
Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status
27
Recent Client Reviews
Andrew has received 27 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 27 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Andrew has not yet added their fees to their profile
Fees not yet added
Andrew has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Andrew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 8 first impressions)
Andrew has been within the financial planning industry for over ten years and leads Forvis Mazars in both the Poole and Bristol offices. Andrew has developed specialisms in pensions and retirement planning, tax efficient investment advice and inheritance tax planning. He aims to build long-lasting relationships with his clients and their families to guide them through the many financial stages of life. A highly motivated and enthusiastic Financial Planner, Andrew’s success can be directly attributed to his focus on providing quality advice, putting his client’s needs at the forefront, so that they receive bespoke financial planning aligned to their particular goals. A highlight of Andrew’s career came in 2018 when he was a finalist for the prestigious Investment Companies Planner of the Year by the Financial Times magazine, Money Management.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Andrew's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.