Andrew O’Brien

Director/IFA Bsc CeMap Chartered T: 01633 841 863 E:

After graduating with an accountancy degree, Andrew worked for Lloyds bank, then moved onto Royal London. The training and experience he gained in his combined 8 years at both companies was first class, but he always felt the need to provide independent advice to his clients. He found it increasingly difficult to advise his clients on products, where he knew better choices were available elsewhere. Clear and simple, he wanted to provide the best advice possible to his clients and the only way you can do this is to be independent.

Andrew’s time in the industry has given him a wealth of experience, which gives him an instinctive knowledge of what needs to be done. Andrew’s role is clear – simply to get your finances in order, making sure what you have is appropriate and point out any areas you need to consider.