Andrew has more than 21 years’ experience in the financial services industry, and he now focusses on offering clients holistic financial planning. His passion is the Lifestyle coaching he offers his clients, so that they are able to fully recognise their risks, formulate goals and then manage an action plan to achieve them. By doing so he is able to assist clients in making informed decisions for their future and the future of their families.

He started in the industry as a legal advisor, spending some time developing various financial needs analyses tools and headed up a department focussing on solutions for businesses for a major insurer. He later managed a financial planning team for 3 years and for the last 13 years he worked as an Executive Planner advising high income and high net-worth clients of a listed Financial Services company. His legal and tax background enable him to break down complex aspects into an easily understandable format. His specialist areas include Wealth Creation, using various local and offshore investment solutions, Estate Planning and Business Solutions to achieve inter-generational Wealth Preservation

Andrew was admitted as an Advocate of the High Court in 1997 and as a Certified Financial Planner in 1999. He joined Private Wealth Management in September 2022

He is married to Fran and they have two adult daughters. He is an avid golfer who enjoys following the news, reading fiction and walking their dog, Cora.