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HomeFinancial Planners › Andrew Holliday

Based at

Amber River Shipman Wealth

Position

Chartered Financial Planner

Serving clients in

The Midlands, South and South West England

Andrew Holliday

Chartered Financial Planner

Andrew is a Chartered Financial Planner possessing a wealth of experience in helping clients achieve long term financial freedom. He is a Fellow of the Chartered Insurance Institute (CII) which reflects his commitment to the highest standard of professionalism and technical knowledge.

Andrew provides holistic financial planning to both individuals and businesses, with particular expertise in retirement planning, investments, and inheritance tax planning. He also specialises in supporting clients through the financial complexities of divorce and separation and has been an active member of Resolution, the family law professionals’ group, for many years.

Outside of work, Andrew enjoys running, open water swimming, cinema trips and spending quality time with his son.

Expertise in

Talk to Andrew, call Amber River Shipman Wealth today

Talk to Andrew, call Amber River Shipman Wealth today

0808 175 4433

Articles related to Andrew and his team

Find out more about Andrew and our Amber River Shipman Wealth team

Amber River Shipman Wealth is a leading wealth management firm based in Exeter, with an extensive presence across Southern England. We welcomed them to the Amber River Group in January 2021

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