Skip to content

Andrew Willis FPC

Financial Planner

Back to search
Office:

Harpenden

Andrew Willis

Andrew has worked in the Financial Services industry since 1988. He began his career at a major insurer before becoming an Independent Financial Advisor in 1994.

He holds the Full FPC, RO1 to RO4 and J10 qualifications. His expertise spans a wide range of financial planning areas, allowing him to provide clear and well‑structured advice tailored to each client. 

Andrew’s approach focuses on helping clients understand their finances, visualise their goals and see how the strategies put in place support their objectives. He takes time to understand what each client wants to achieve so that his advice is specific, personal and aligned to their long term plans. The most rewarding part of his role is seeing clients gain clarity and confidence about their financial future. 

Outside of work, Andrew enjoys spending time with his family. He also likes watching sport, listening to music and taking part in quizzes. An interesting fact about him is that he survived a cardiac arrest in 2021, which gave him a renewed passion for life and a deeper appreciation for the importance of critical illness cover. One thing on his bucket list is to attend the Boxing Day Ashes Test in Australia. 

Ready to speak to an advisor?

What to do if something goes wrong

We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.

If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.

If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:

Contact

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm