Cardiff
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.
Season ticket holder at Cardiff City Football Club, enjoy volunteering for FareShare Cymru, and spending time with my wife and two daughters at our caravan in West Wales.
I captained Cardiff schoolboys at football back in the early 1980s.
To travel across Canada by train.
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:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
