Andy is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Andy joined Finance Shop in January 2003, after working as an Adviser with a High Street bank for over 15 years. He advises on all aspects of financial planning, including investments, pensions, mortgages and equity release. He has advanced level qualifications in pensions, investment planning, taxation and trusts, and is a fully accredited member of the Society of Later Life Advisers (SOLLA). He is also an Affiliate member of the Society for Trusts and Estate Practitioners (STEP) having achieved a distinction in the STEP Certificate for Financial Services (Trusts and Estate Planning) qualification.
After completing A-Levels in 1988, Mark joined a high street bank, where he progressed to become an adviser working in the areas of pensions, protection and investments. In May 2005 he decided to broaden his horizons and joined Finance Shop as an Independent Financial Adviser. Having gained his Financial Diploma in 2012, and with 25+ years experience in financial services, Mark offers down to earth friendly advice to all types of clients in all aspects of financial planning.