Andrew Milligan Financial Planning Senior Manager

Andrew has been within the financial planning industry for over 14 years. Andrew has developed specialisms in pensions and retirement planning, tax-efficient investment advice, and inheritance tax planning. He aims to build long-lasting relationships with his clients and their families to guide them through the many financial stages of life. 

A highly motivated and enthusiastic Financial Planner, Andrew’s success can be directly attributed to his focus on providing quality advice, putting his client’s needs at the forefront so that they receive bespoke financial planning aligned to their particular goals.

Andrew regularly delivers seminars for the ICAEW on the south coast on topical financial reporting matters. Members of the ICAEW and Law Society frequently benefit from consultations with Andrew on their personal financial matters.

Andrew has achieved and retained a 4.8 out of 5-star rating on the advisory review site VouchedFor.