Andy Robinson Dip PFS

Financial Planner

Work History
Andy’s career in financial services started in 1984. Since then he has worked for 2 specialist UK pension and investment providers helping financial advisers to structure great solutions for their clients. Amongst the senior management positions held during this time, Andy was Strategic Development Director at Aegon before joining Financial Management in 2017.

What do you like best about your job
Andy enjoys delivering an advice service that’s fully focused on his clients circumstances, hopes and aspirations. This approach sets the foundations for a strong financial plan helping his clients build a better financial future and look after those they are closest to. Andy believes this role in a client’s financial journey is a professional privilege.

Interests outside of work
Andy enjoys playing golf, live sport, live music and spending time with family and friends. Looking forward he also plans to see a bit more of the world…. in between more exercise here and there!

Office
Penn Barn

Telephone
01494 817151

Mobile
07435 288438

Email
andy@fmifa.com

Member of the Personal Finance Society

Contact Andy

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Terms of Business Accepted and Acknowledged

The form has been submitted

Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.