Andrew Heap DipPFS
Director of Financial Planning
Darlington
Andrew joined Perspective in January 2020, bringing with him over 25 years of experience in the financial services industry.
He is a Diploma-qualified Independent Financial Adviser (IFA) with particular expertise in long-term care planning and retirement planning for aviation professionals. In addition, Andrew works closely with chartered accountants, supporting owner-managed business clients with tailored financial strategies.
Andrew’s approach is built on strong relationships and a deep understanding of each client’s unique circumstances. He particularly enjoys meeting new people through introductions and professional networks, taking the time to understand their goals and objectives so he can deliver highly personalised financial planning. For Andrew, the most rewarding aspect of his role is transforming initial introductions into long-term, trusted partnerships.
I have teenage twins who continue to keep me busy, spending large parts of my personal life driving to football and cricket grounds with my son and to dance events with my daughter.
I’m an ECB qualified cricket coach, currently coaching an excellent group of under-15 cricketers. Playing-wise, less ‘excellent’ and more enjoyment in the summer evening league!
Long suffering Huddersfield Town football supporter, runner and Red Hot Chili Peppers fan. My in-laws are Greek Cypriot and we spend much of our holiday time in Cyprus, visiting family and enjoying the sunshine and barbecues.
I’m a qualified commercial airline pilot and operated on the Airbus A321 fleet for one year, before returning to financial services.
Bucket lists scare me, but I do love Ashes cricket!