Andy predominantly works with private individuals and organisations; offering a holistic approach to financial planning, through building long term relationships based on trust and understanding his clients short and long term financial aims. Andy provides advice on all areas of financial planning and comprehends the importance of regular reviews to ensure that his clients goals and expectations are achieved.
Before joining Sheavyn Associates in 2010, Andy previously worked in the Credit Rating Industry and now holds the Diploma in Regulated Financial Planning (DipPFS) and is currently working towards achieving Chartered status.
Outside of work, Andy is a keen sports enthusiast with particular interest in skiing, rugby, golf and cricket, he has recently become a playing member of the MCC (Marylebone Cricket Club). Golf is proving more of a challenge, with Andy quickly realising that it is not as easy as it looks on TV!
"Andy has been advising me over the last two years. He is friendly and knowledgeable; and extremely attentive when tailoring his advice to my specific circumstances. He helped me evaluate my financial situation whilst listening to my future plans, from setting up my personal protection to reviewing my investment's to make sure they are in line with my objectives. I would not hesitate in recommending Andy".
"My wife and I are highly delighted with the service Andy has provided over the last couple of years. We regularly meet with him to review our financial arrangements, I've happily recommended Andy to family and friends on numerous occasions".
Registered in England & Wales. Registered Number 9275997.
11 Leeds Road
Barwick in Elmet
Tel: +44(0)113 393 5260