Head of Wealth Planning
As Head of Wealth Planning, Andrew is responsible for the delivery of wealth planning advice and products. Andrew joined SG Hambros Bank in 2013 from Barclays Wealth becoming head of the department in 2019.
Andrew has been advising business owners and families for over 15 years helping to define what is important to them and developing strategies to achieve their stated objectives. Typically, Andrew’s advice will revolve around maximising the efficient use of personal and business assets and the orderly transition of wealth to the future generations and or for philanthropic purposes.
Andrew holds a degree in finance and is a Chartered Financial Planner. Andrew is also a member of the PFS and STEP.