Andrew has over 35 years of invaluable financial expertise. Having served as a Director in his family-run firm, he, alongside dedicated colleagues Simon and Peter, established Swann Financial in 2006. Andrew is deeply committed to client service, attributing the company’s success to its core principles of providing quality face-to-face wealth management advice in a team environment.

Passionate about cultivating enduring relationships, Andrew offers a single, comprehensive relationship to address diverse financial needs. Whether clients aim to build and preserve wealth, manage finances, obtain risk protection, or ensure intergenerational wealth transfer, Andrew is steadfast in his dedication.

Known for his caring nature, Andrew believes in simplicity and adopts a holistic approach when working with clients. Recognizing the evolving priorities of clients over the years, he emphasises the importance of understanding their needs at any given time. Andrew possesses a remarkable ability to translate complex details into easily understandable formats, making him an effective listener in the financial realm.

With a sound knowledge of pensions, inheritance and Tax Planning, Andrew’s expertise extends to navigating intricate financial landscapes. Notably, some clients have entrusted Andrew with their financial journeys for an impressive 32 years, attesting to his enduring commitment and unwavering reliability.