Andy Springford Partner - Financial Planning

Andy is a Chartered Financial Planner and partner who is responsible for our Financial Planning teams in the South East Region of the UK.

Experience

Andy joined the firm in 2008 as a graduate and ten years later, became one of the firm's youngest partners. Andy and his team advise a wide range of clients including business owners, professionals, high-net-worth individuals and their families on pensions, retirement planning, estate planning and business succession and exit matters.

Work Highlights

In 2017, Andy was awarded the prestigious title of Financial Planner of the Year by the Financial Times magazine, Money Management. This award involved the submission of real-life financial planning reports, the presentation of advice for three hypothetical case studies, and a rigorous interview process at the FT’s head office in London (www.mmawards.co.uk).

Andy was also a regular face in Citywire’s Top 35 Under 35 Financial Advisers and has been named one of VouchedFor’s Top Rated Advisers for the last 4 years. 

Accreditations/ Memberships of professional bodies

  • Certified Financial Planner (CISI)
  • Chartered Wealth Manager (CISI)
  • Pension Transfer Specialist (AF7, CII)

Areas of expertise 

  • Financial Planning
  • Pension Planning
  • Pension Transfers
  • Cashflow Modelling
  • Retirement Planning
  • Business Sale and Exit Planning

What our clients say 

"The financial planning, I received from Andy was invaluable. The review of my pensions showed that with my final salary pension schemes and the state pension, I had enough to live on comfortably was very reassuring. The advice on starting a SIPP by combining my non-final salary pension and personal pension scheme was very clearly outlined and I have no regrets about having followed this."

VouchedFor feedback

 

"Andy initially came up with a detailed retirement plan for us when we were 5+ years from possible retirement. We had sold a business recently and were unaware of how much funds we would need to give us a comfortable retirement. Andy advised us and then we decided to place our investments with his firm. We feel confident in the strategy in place and see Andy regularly for investment reviews and he is always on hand if we have any questions."

VouchedFor feedback

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