0121 659 8159
Based in Smethwick
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: July, 2020
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
Last checked: 09 June 2025
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
17
Recent Client Reviews
Andy has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andy has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 16 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Andy has not yet added their qualifications to their profile
Qualifications not yet added
Andy has not yet added their qualifications to their profile
Transparent Fees
Andy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Andy has provided information on their typical fees
Andy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
Last checked: 09 June 2025
Andy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andy's status
17
Recent Client Reviews
Andy has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andy has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 16 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Andy has not yet added their qualifications to their profile
Qualifications not yet added
Andy has not yet added their qualifications to their profile
Transparent Fees
Andy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Andy has provided information on their typical fees
Andy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I love helping my clients use their money to live a better life. Old school advice centres on higher returns, saving tax or selling life insurance. Proper financial planning involves a deep understanding "What kind of life you would like your money to buy and how you can use what you have to avoid living a life you regret". Proper Estate Planning is not just about saving Inheritance Tax but thinking about what people will remember you for and say about you at your Funeral.
Offers available through VouchedFor
Contact Andy through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Andy's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.