Andrew Holliday FPFS
Chartered Financial Planner
I entered the financial services profession in 1988. I spent 11 years as a Financial Planning Consultant with Prudential and the subsequent 22 years as an IFA, running my own practice.
In more than 33 years of providing advice to clients, I have worked with large companies, small businesses and a great many private individuals and families. I am delighted to say that many of my clients have been with me for more than 20 years – in some cases, more than 30 years. It is always a privilege to accompany clients through their life journey, watch them go from parents to grandparents and be there to provide financial security and the ability to enjoy a comfortable standard of living throughout.
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
Fellow of the PFS
Andrew is a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the PFS. Completion of the Fellowship programme shows that he has attained and maintained the most prestigious level of professional financial planning achievement.
Affiliate member of Resolution
Resolution was founded in 1982 to promote a more constructive approach to resolving family disputes.
Resolution members come from many professional backgrounds, including solicitors, legal executives, barristers, financial planners and family mediators. As an Associate Member of Resolution, Andrew has demonstrated a commitment to a non-confrontational approach to resolving family issues and can help to provide you with support in resolving your family’s legal and financial disputes.
Andrew at home
Andrew is married with one teenager! In his spare time, he loves travelling with his family and enjoys running, swimming and surfing, he is very active in his free time. In quieter moments, he thoroughly enjoys photography, particularly of his local area.
Andrew in the spotlight
What our clients say...
What our clients say...
Andrew has been my financial adviser for nearly 20 years, and I cannot be more positive about the quality of his advice and his service. He has provided us with tailored and flexible financial planning which has allowed me and my family to enjoy financial certainty and security; education for our son; help moving house, and; retirement planning. He has always been proactive in his approach and incredibly responsive whenever I have sought his advice.
GG
client since 2002
Andrew was referred to me by my solicitors after my divorce. From the beginning, Andrew offered a quality and approachable experience, helping with the pension share that was awarded in my divorce settlement. Andrew was very thorough and always explained things in a way I could understand. I couldn't recommend his service and friendly approach enough. Thank you for helping me out at a tough time.
TF
client since 2019
Andrew and his team have looked after my pension and investments now for many years. I have always received prompt and efficient service as well as straight forward, easy-to-understand advice. They now look after my parents’ investments, and I have been happy to recommend their services to many friends and clients. A breath of fresh air when dealing with such a complicated subject.
SM
client since 2009
Andrew Holliday and his team have been so supportive since the death of my partner. They have helped me through every step of managing his financial affairs. Andrew has been easily and readily available to discuss everything with a huge amount of patience and understanding. My daughters and I were able to contact Andrew at any stage and they were individually advised on the ways to invest their inheritance that best suited their present and future needs. They – and I – are hugely grateful for Andrew and his team's dedication in helping us through this financial maze and putting our minds at ease during a difficult time.
AB
client since 2001
Andy, I must thank you for the help you have given me with my investments over the last 12 years. You have done exactly as I asked on the risk side of things and I appreciate the care you have taken in watching over the individual investments. As a result, I have a good return each year which is very reassuring. I particularly appreciate your prompt replies when I contact you with queries. You have never failed to give immediate help. And always in person! No website-only access with no person to speak to. A truly personal service.
SM
Andy Holliday has been mine and my late husband’s Financial Advisor for more than 15 years. Andy helped us in many ways over the years, with investments and savings, annuities and drawdown, retirement income, pensions, Inheritance Tax, often above and beyond the remit of a Financial Advisor. He listened carefully to our needs and provided guidance in a concise easy-to-understand manner. Sadly, my husband died in 2020 and a new chapter began, in which I was now responsible for our financial situation. To say I found the whole thing overwhelming would be an understatement, but Andy was by my side every step of the way. Nothing was too much trouble. I cannot recommend Andy and his team highly enough.
ST
client since 2005
Andrew has been looking after my financial affairs since 2002. Both investments and pensions. He is very approachable and explains everything in a language I can understand. I am more than happy with the results and Andrew has explained exactly what I should expect when I retire. Which will be very soon. Never over egging things. Andrew has also arranged pensions for my business, in his normal non dramatic fashion. He was most helpful in sorting out my wife’s finances when she passed. Taking that worry away from me. I have been able to pass everything over to Andrew and he just gets on with it. Achieving results which I am very pleased with. I would highly recommend, a nice person as well.
JB
client since 2002
Over the last 15 years or so, Andrew has provided sound, clear information for me to make informed choices about investments and future retirement planning.
DF
client since 2006
