Andy Gait, APFS

Andy joined Perspective in March 2023 and brought with him a wealth of experience, having worked in the Financial Services industry since December 1989.

Andy is a Chartered Financial Advisor and specialises in retirement planning and inheritance tax planning, helping clients plan confidently for the future and protect their wealth for the next generation.

Andy’s approach is built around thorough preparation. By planning well in advance of each meeting, he creates the structure needed to truly listen to his clients and understand what matters most to them. He takes great satisfaction in seeing clients achieve their goals and in understanding the positive impact strong financial planning can have on both them and their families.