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Andrew McErlean

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Surrey, Hampshire, Berkshire

Andrew McErlean

Chartered Financial Planner

I am a chartered financial planner providing independent advice to individuals approaching retirement, small/medium-sized business owners, and professionals, in particular solicitors and accountants.

I advise individual clients across a range of matters, including pension and investment planning, retirement advice, IHT 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.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Surrey, Hampshire, Berkshire

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