I have enjoyed a positive start to my career as a Financial Adviser, after being promoted from within Andrew David Associates Ltd.
Being part of a family practice, I can provide my clients with the assurance of long term service and dedication to my role. I understand the value of flexibility and efficiency which means that I am available to my clients around the clock.
I cover a wide variety of financial planning areas, such as Investment and Pension Planning, and am well placed to help individuals and families at various stages of their life.
I also have experience in helping business owners utilise profits in a tax efficient manner, as well as providing solutions for complex Corporate Insurance requirements.
At Andrew David Associates Ltd, we try to look at financial needs from a wider angle to help you evaluate what your priorities are; giving you a better chance of achieving short, medium and long term goals.
I am based in Winchester and have access to offices in Wimborne and London, but I often attend home visits with clients across the South of England and the Midlands. First meetings are held on a non-committal basis, so if you would like to review your current circumstances then please get in touch by email or call on 01202 233390.
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