Andrew joined EQ Investors in 2023 but has over 14 years of experience in Financial Services and has been a Financial Planner since 2019. He enjoys helping clients build a financial plan using cash flow simulation software, as well as making sure clients are maximising various tax reliefs and allowances where available. When providing advice, Andrew makes sure clients are fully aware and understand the facts, options, and recommended solutions, enabling them to make well-informed decisions. Andrew holds the Diploma in Regulated Financial Planning along with certificates in Discretionary Investment Management and Securities Advice & Dealing and is working towards Chartered status. He has always been mathematically and financially minded having studied Mathematics with Actuarial Science at the University of Southampton. Outside of work he enjoys cycling and travel, he is a boardgame enthusiast and is a keen football fan.