Andy joined 7IM in 2021 as Financial Planner, having spent 10 years in a Senior Manager role with Brown Shipley Private Bank where he specialised in advising clients on estate planning and wealth preservation.
In total he brings over 30 years’ experience in advising clients on often complex financial planning issues, and is passionate about delivering quality solutions for clients; working collaboratively with their other professional & legal advisers.
He holds the Diploma in Financial Planning and is a member of the Personal Finance Society & the Chartered Insurance Institute.
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