Andrew Taylor

Andy began his Financial Services career in 2001, gaining extensive experience across both domestic and international markets before progressing into private banking roles. After more than a decade developing his expertise, qualifications and strong client relationships, he moved into Independent Financial Planning.

He holds a wide range of specialist qualifications covering regulation, tax planning, investment planning, personal and business protection, safe‑guarding, and securities, enabling him to advise on share‑dealing, collective investment schemes, loan stock, bonds and more. 

Andy considers his role a genuine privilege. Supporting clients through major life decisions such as career changes, retirement planning and succession planning requires deep trust and loyalty. He values the responsibility that comes with guiding clients clearly and confidently through these moments. His approach focuses on long term relationships, clear communication and helping clients understand their financial future. 

Originally from Salford in Greater Manchester, Andy has lived in Southeast London for almost 20 years. Outside of work, he enjoys studying, developing new Thai recipes and training in the gym. He approaches these passions with the same dedication and discipline he brings to his professional career.