We are delighted to announce the appointment of Iain Andrews as a Partner following his three and a half years’ successful leadership of our financial planning business.
Iain has grown Thomas Westcott Chartered Financial Planners since joining as Director and Head of Financial Planning in early 2013.
Originally from the South East of England, Iain moved to Devon in 2007 and has been a regular visitor to the area all his life. He has nearly 20 years’ experience in financial planning, having worked in a range of professional firms, including Chartered Accountants, Solicitors and Stockbrokers.
Iain 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 Member of the Society of Trust and Estate Practitioners (STEP), making him one of the highest qualified financial advisers in the UK. He provides wealth management and tax planning advice for clients who are retired or planning for retirement. He also provides specialist investment and financial planning advice to Attorneys, Deputies and Trustees.
Richard Thomas, Chairman of Thomas Westcott, says of Iain’s appointment “We are delighted that Iain has become a Partner in the firm. Our recent expansion of the financial planning team and this appointment follow a sustained increase in demand for our financial planning service. We are committed to developing this key area of our business under Iain’s continuing leadership”.
To see Iain's profile click HERE
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