Andrew Platt APFS CFP

Andrew Platt is a senior investment adviser with Premier Wealth Management. Andrew specialises in helping clients with new or existing investment portfolios and tax planning matters.

Andrew particularly advises clients on how to avoid the impact of Inheritance Tax and how to preserve his client's wealth for their families.

Andrew holds the Advanced Financial Planning Certificate, which is a degree standard qualification that demonstrates an ability to deal with a more sophisticated client's needs.

He holds the advanced diploma in:

• Taxation and trusts.
• Personal portfolio planning
• Savings and investments
• Life Assurance

   

Andrew also holds the CFP licence which demonstrates that he can apply this knowledge, adapt it to a clients situation and put together a detailed and comprehensive Financial Plan that can adapt to a clients current and future financial planning needs. In 2008 he also attained Chartered Financial Planner status the premier title for financial advice professionals.

Andrew has been advising clients since 1992, and has been operating on an independent basis since 2001. In addition to his role within the company, his views are also regularly sought by other professional bodies; including both the Accountancy and Legal professions.

Andrew also acts as investment adviser to a number of trusts.

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