Andrew Walker

DipFA Financial Planning Consultant
York Yorkshire

Andrew has been in the financial services industry since 1998 and has extensive experience of giving holistic financial advice that has helped many clients achieve their financial aims and goals. He has experience in investment portfolio planning, pension and pension portfolio planning and auto-enrolment.                                               

Andrew also offers advice on mortgages, life and critical illness protection for private clients and small business owners, tax and inheritance tax planning, wills and trusts.

If you would like advice in any of the above areas, then please contact Andrew for confidential initial discussion either at your home or place of work at a time to suit you.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:
First time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:
Fixed rate deals
Discounted
Variable and flexible
Capped and or collared
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