Andrew McErlean

I am a Chartered financial planner providing tailored and independent advice to individuals approaching retirement, small/medium-sized business owners and professionals.

I advise individual clients across a range of matters, including pension and investment planning, retirement advice, inheritance tax planning (including trusts), and care fee planning (including assisting attorneys).

I provide an attentive and empathetic approach to client matters, supported by a high level of technical knowledge and the use of cashflow planning software where appropriate.

I hold a range of specialist qualifications allowing me to provide advice in complex areas of financial planning. I also hold the SOLLA (Society of Later Life Advisers) accreditation, requiring me to demonstrate a detailed understanding of retirement, inheritance tax, and care fee planning matters.