About Andy
I joined the company as a part of the acquisition of Punter Southall Wealth (PSW) in 2022 having been there for nine years. I manage a broad range of private client, pension and trust investment portfolios, and enjoy helping my clients achieve their long-term financial goals. I hold an honours degree in European politics from University of Leeds. I am a Chartered Wealth Manager and a Chartered Fellow of the CISI. I have also completed the CFA Society Certificate in ESG Investing.