Chartered Financial Planner
More information

Qualifications

APFS
Member of The Society of Later Life Advisers (SOLLA)

Location

Based in: 
Royal Tunbridge Wells
Covers: 
Kent
East Sussex
City of London

Andy Kirk

About me

I have been working in financial services since 1983, specialising in personal finance and wealth management as an Independent Financial Adviser since 2012.

I provide bespoke solutions to each client by understanding their personal goals and objectives.  Then, through tax efficient planning, robust wealth management and regular monitoring & reviews our team ensure clients are on target to meet, and even exceed, their goals and objectives.

I provide advice on all areas of financial planning, but my areas of interest, expertise and experience are:

  • Retirement planning – both pre and post retirement
  • Wealth management
  • Investment and estate planning

I build my relationships with clients based on mutual trust, openness and integrity and enjoy helping them navigate the often complex world of pensions and investments.

Andy Kirk has attained Chartered status which is a widely accepted 'gold standard' qualification for professional financial planners and financial advisers in the United Kingdom

We can conduct secure online and telephone consultations, providing you with the same excellent service as meeting in one of our offices. Find out more