Iain joined Thomas Westcott in 2013 as Head of Financial Planning. He is also a Partner at Thomas Westcott Chartered Accountants.  He has worked in financial services since 1997.  His experience includes working as a Financial Planner in a range of professional firms including Chartered Accountants, Solicitors and Stockbrokers.   

 He is a Chartered Financial Planner, a Chartered Wealth Manager, a Fellow of the Personal Finance Society, an accredited member of the Society of Later Life Advisers (SOLLA) and a qualified member of the Society of Trust and Estate Practitioners (STEP).  

Iain provides wealth management and tax planning advice for clients who are planning for retirement or are in retirement.  He acts for attorneys and deputies, providing advice on care fees for clients in later life.  He also has a particular interest in providing investment and planning advice for trustees. 

 

 

Iain Andrews FPFS TEP Partner tel: Exeter: 01392 288550 This email address is being protected from spambots. You need JavaScript enabled to view it.

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