Andy Conally

I have been working in the financial services industry since 2002, beginning my career in the banking sector with Abbey National. Once qualified, I have provided financial advice since 2005 and this includes 10 years with for Skipton Building Society as a financial adviser and as an authorised representative of St James Place. My areas of expertise lie in all areas of financial planning but specifically around fund analysis, retirement and pensions planning as well as inheritance tax and trust planning. As a family man, I understand the critical importance of effective financial planning, having effective goals and a strategy in place to build and protect your wealth and loved ones. I work with individuals, couples and families alike, and take time to fully understand what is important to you and then to create a financial plan tailored to your specific goals and dreams. Holistic Financial Planning is the process of helping clients to identify, achieve and maintain their financial goals, and this can include pension planning, retirement planning, estate planning and putting financial protection in place. I help clients identify the life they want to live by giving them by providing financial support, advice, resources, knowledge and choices. I am passionate about building long term relationships, as its vital to regularly review your financial goals as your circumstances change throughout your lifetime and make the necessary adjustments to stay on track. Areas I can help you with: Financial Lifestyle Planning Cash Flow Modelling Financial Planning Pension Planning & Pension Consolidation Family Protection including life insurance, critical illness, mortgage insurance Investment Planning including asset allocation & portfolio management Retirement Planning Asset Protection & Preservation including Will Planning, Trusts and Lasting Powers of Attorney Tax Planning Inheritance Tax Planning Financial advice around life events such as marriage, divorce, having children and bereavement. I use sophisticated cashflow modelling software to help clients develop lifetime financial plans and to bring your financial future to life. I offer you comprehensive, expert financial solutions and services from starting out on your investment or pension planniing journey right up to protecting your family’s inheritance in later life – and everything in between. I offer and deliver a first class range of investment strategies, including socially responsible investment fund propositions, to suit all risk appetites and circumstances. Outside of work, I am lucky enough to live on the edge of the Yorkshire Dales in a small town called Cross Hills with my lovely wife who herself runs her own dog grooming business from our home and my two lovely children. I enjoy painting, cooking, cycling and being outdoors in the rugged beauty of the Yorkshire countryside.