Andrew works with clients requiring support in the more complex aspects of pensions and retirement planning, in particular pension consolidation, SSAS wind-ups, SIPPs, those with ‘mixed benefits’ (public sector and money purchase) and clients with Lifetime and Tapered Annual Allowance issues. Andrew also works with Business Owners requiring advice on all aspects of Business Protection, Contingency and Succession Planning and has a sound knowledge of Workplace Pensions legislation.
One of the most experienced Financial Planning professionals in the region, in addition to his specialist knowledge of all aspects of pensions, retirement planning and business protection, Andrew has extensive knowledge and experience in the agricultural, tourism, hospitality, legal and medical sectors and in the use of pension assets to acquire commercial investment property.
Andrew’s clients include Business Owners and Entrepreneurs, Farmers, Accountants, Solicitors, Medical Professionals, Bank Managers, Senior Executives, Retirees, Widows and Divorcees.
A regular commentator on Personal Finance matters in various publications, Andrew periodically appears as a financial 'expert' on BBC local radio and appeared on a BBC Breakfast’s Budget special.
Outside of work Andrew is a former President and Chairman of Weston-Super-Mare Round Table, he enjoys Motorsport, commercial property development and country pursuits.
Andrew and his team have energetically progressed my financial review recommendations and restructure of my finances following retirement. I am satisfied that the advice will support me and my family, potentially for generations to come.Mark Johnstone,
Director and Chartered Wealth Manager
tel: 01934 620428 DD:01934 637610 M:07811 141848