He is a Chartered Financial Planner, a Chartered Wealth Manager, a Fellow of the Personal Finance Society, an accredited member of the Society of Later Life Advisers (SOLLA) and a qualified member of the Society of Trust and Estate Practitioners (STEP).
Iain provides wealth management and tax planning advice for clients who are planning for retirement or are in retirement. He acts for attorneys and deputies, providing advice on care fees for clients in later life. He also has a particular interest in providing investment and planning advice for trustees.
Iain Andrews FPFS TEP
Head of Financial Planning
tel: Exeter: 01392 288550