Andrew Finn

DipFA Financial Planning Consultant

Andrew entered financial services in 2010, specialising in director level pensions and business advice. This naturally led to Andrew providing the same directors with personal financial advice and so he decided to join St James’ Place and then subsequently to go on to work for himself.

 

With the changes in pension rules, specifically pension freedoms, Andrew joined Profile Pensions due to his extensive retirement planning experience. He enjoyed a successful period here, providing advice to many people that otherwise would not have received it, helping them make decisions to enable them to be better off in retirement.

In 2019, Andrew joined Charles Derby at an exciting time for the company, having realised the opportunity that he and Charles Derby can offer to their customers.

Andrew is level 4 qualified, having achieved his Diploma for Financial Advisers in 2012.

He is married and a father of two. He enjoys playing and watching sport and if he is not doing this on a weekend, then you’ll probably find him and the family visiting places in the UK in their campervan.

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.


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

Investments
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