Andrew Surtees

DipFA Financial Planning Consultant

Andrew is family man who is married with two young children and believes strongly in planning for the future.

He is a long-standing financial advisor and offers a tailor-made wealth management service to assist his clients in making those important decisions around their financial objectives. He provides holistic advice across all areas of financial planning including, Investments, Pension Planning, Estate Planning and Protection.


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.

Trusts and Estate planning are not regulated by the Financial Conduct Authority

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

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Private medical arrangements
Critical illness insurance

Permanent Health Insurance, aka Income Protection