Andy lives in Norwich with wife Nicki and twin girls. With 18 years of financial services experience and professional qualifications dating back over more than 20 years he has an in depth knowledge of the industry.
A long term relationship driven approach allows Andy to provide clients of all ages with the support they need throughout their working lives and into retirement. Getting to know his clients really well is an important part of providing the best possible ongoing advice and this is something that Andy feels is extremely important in his role at Charles Derby.
Specialist areas include all forms of protection, Investment and pensions, including providing expert advice on defined benefit pension provisions. Throughout his career Andy has also completed a number of property development projects including the building of 21 new apartments in Norwich and the conversion of a large Edwardian house into 7 prestigious flats in Cromer on the north Norfolk coast. More recently he has also written a novel based around a desert island and plans to do more writing in the future.
In his spare time Andy enjoys walking, gardening and days out exploring with his family, as well as supporting both daughters with their sporting activities on a daily basis.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority do not regulate Trusts.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Holistic financial planning Establishing and reviewing Trusts Complete personal risk management planning Short and long-term savings and investments