Financial Planning Analyst

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01937 223055

Qualifications

At work

Andrew joined Berry & Oak having previously worked at a firm providing outsourced paraplanning support to a wide range of financial advice firms. He currently holds the Diploma in Regulated Financial Planning, and he aims to achieve Chartered status in the future.

 

At home

Outside of work, Andrew is a keen golfer and is responsible for all of the cooking in his house.

In the spotlight

What do you like about working at Berry & Oak?

That Berry & Oak has a small tight-knit team where everybody is keen to help others develop. The sense of teamwork also ensures that everybody does their part in delivering the best service and outcomes for our clients.

What does the day in the life of a paraplanner look like?

As a paraplanner within an advice firm, no two days are ever the same. You may find me completing technical work, such as compiling a report or completing research that supports the recommendations made for a client by our Financial Planners. Conversely, a paraplanner may also sit in on a client meeting with the Financial Planner where the client has particularly complex planning needs that would require a paraplanner’s attention following the meeting.

What are your top three life highlights so far?

  • Watching whales during a holiday travelling around New England, US.
  • Obtaining my Diploma in Regulated Financial Planning and scoring the highest average mark that year for all candidates in the local Newcastle Chartered Insurance Institute.
  • Meeting my partner, Charlotte, and getting our first pets together.

What is an ability you wish you had?

The ability to fly through space without a ship/suit.

What’s currently top of your bucket list?

To play Pebble Beach golf course.

Which song gets you on the dancefloor?

Bowie.

What’s the one talent you have, that people would be surprised to know about you?

I used to be a 1 handicap golfer – people would be surprised at that if they saw me play golf now.

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Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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