Andrew Goodey
Chartered Financial Planner, Partner
Andrew believes building long-standing relationships with clients helps to empower them to make informed financial decisions. By gaining a clear understanding of his clients’ needs and aspirations, Andrew constructs a holistic financial strategy that is underpinned by cash flow modelling.
Andrew has over 20 years of industry experience and has obtained the designation of Chartered Financial Planner, the highest level of qualification possible. He helps a variety of clients from diverse backgrounds but has particular expertise in supporting high net worth individuals and business owners with their retirement and estate planning.
Andrew prides himself on advising with integrity and precision.
"I feel very relaxed about leaving my finances in the capable and experienced hands of Andrew Goodey. "
Jennifer, Somerset
"Andrew’s financial advice has been excellent. He is an active listener who understands our objectives and tailors his advice to our short- and medium-term needs."
Roger, Bath
"Andrew is very personable, knowledgeable and responsive."
Aidan, Great Missenden
"Andrew’s advice has been sound, communication excellent, and responses clear. Meetings at our home and at our convenience are something to which I look forward!"
Nicholas, Bristol
"Andrew has taken time to understand our requirements, explain everything clearly, and tailor his advice to our level of understanding. I am very pleased with the service provided. "
Claire, Gloucestershire
At home...
Outside of work, Andrew has a busy home life with three horses, three dogs, and three children. In his limited spare time, he enjoys running and rugby.