He is a Chartered Financial Planner, a Chartered Wealth Manager, a Fellow of the Personal Finance Society 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.
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Iain Andrews FPFS TEP Head of Financial Planning tel: Exeter: 01392 288550 This email address is being protected from spambots. You need JavaScript enabled to view it.
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Thomas Westcott Chartered Financial Planners is a trading style of Thomas Westcott Financial Management Ltd, registered in England and Wales, Company No. 04342122. Thomas Westcott Financial Management Ltd is authorised and regulated by the Financial Conduct Authority.
© Thomas Westcott 2022
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