Andrew joined the financial services industry in 2006 having left an early career in law.
He has spent his whole financial services career working within a top 15 accountancy practice and his legal background and skillset have been valuable in providing holistic advice to a varied client base.
Andrew is a Chartered Member of both the Chartered Insurance Institute and the Chartered Institute for Securities & Investments.
Outside of work, Andrew enjoys his sport and is a keen golfer albeit his days of making it as a tour pro are a distant memory.
Stuart has over 20 years experience in Financial Services, attaining both the Chartered and Certified Financial Planner qualifications with the Chartered Insurance Institute and Institute of Financial Planning.
Stuart advises individuals on all aspects of their financial planning, with the aim of helping clients realise their life goals. In many cases, this is achieved by doing the simple things with a disciplined approach. Stuart specialises in clients requiring a more detailed overview of all their financial assets, including bespoke quarterly reporting, monitoring of multiple investment managers and tax planning solutions / structures.
Stuart also works with a number of charities and corporates, focusing on cash management and investment consultancy.
Outside of work, Stuart enjoys spending time with his wife and two very energetic daughters – although his wife would say that he enjoys cycling in Belgium much more.
Philip has been involved in financial services since 2003. During his career, he has worked within 2 Private Banks, a top 5 accountancy practice and 2 smaller independent firms.
This has given him a unique insight into both Private and Business clients, their thoughts, understanding of financial decisions and their concerns – being employed by a Private Bank during the finance crisis demonstrated what happens when clients don’t understand downside risk. Since this time, he has used his investment knowledge to educate and assist clients to make informed investment decisions.
Philip is also a Fellow with the Chartered Institute of Insurance.
Mike has over 20 years’ experience in the Employee Benefits industry working with corporate clients in developing, implementing and communicating their employee benefits provision. He works with companies of all sizes from small owner-managed businesses to large multinationals, across the full range of employee benefit arrangements.
Mike enjoys not only dealing with his clients at an employer level but also presenting to their employees, cutting through the jargon so often used in the industry and ensuring that any benefits package is fully understood and appreciated.
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