Andy Allan

Expertise

Andy has been in the financial services industry for around 14 years, including the last eight years as a Financial Planner. 

Andy provides holistic financial advice to private clients, advising in a wide range of areas including investments, pensions (pre & post retirement) protection, & estate and inheritance tax planning. He is focused on building strong client relationships to help them achieve their long term objectives and goals. 

Professional Qualifications

• CII Diploma in Regulated Financial Planning (DipPFS)
  • RO8 Pensions Update

Personal

Outside of work, free time is spent with family and his teenage daughter. As well as this, Andy is an outdoors person, enjoying travel, football and skiing holidays.

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