Andy has worked in the Financial Services industry since 1987 and has extensive experience providing advice and investment solutions to both individual and corporate clients across many jurisdictions.
Andy has a strong understanding of the needs and challenges of clients within the care sector and has identified some common areas of financial planning needs for business owners, their businesses and their employees in the industry. Andy continually nurtures the services that he offers to our clients in line with feedback from business relationships.
His core strengths centre on his ability to build meaningful long term relationships with clients in a friendly, professional and understanding manner.
Andy is an Independent Financial Adviser with and part owner of Platinum Wealth Planning Limited, an Appointed Representative of TenetConnect Limited.
Andy has worked in the Financial Services industry since 1987 and has extensive experience providing advice and investment solutions to both individual and corporate clients across many jurisdictions.
Darren Pollard
President of the Insurance Institute of Sussex & Managing Director, Quality Care Group
Darren Pollard
President of the Insurance Institute of Sussex & Managing Director, Quality Care Group
Lorrie Maslen
Operations Director
Lorrie Maslen
Operations Director
Dom Taylor
Commercial Director
Dom Taylor
Commercial Director
Jade Concannon
Claims Manager
Jade Concannon
Claims Manager
Sarah Evans
Business Support Manager
Sarah Evans
Business Support Manager
Lauren Early
Head of Existing Business
Lauren Early
Head of Existing Business
Ben Woolger
Business Support Assistant Manager
Ben Woolger
Business Support Assistant Manager
Zak Edwards
Head of Corporate
Zak Edwards
Head of Corporate
Carli Chick
Operations Manager
Carli Chick
Operations Manager
Alex Ward
Data Analyst
Alex Ward
Data Analyst
Patricia Gabrielli
Financial Controller
Patricia Gabrielli
Financial Controller
Josh Pollard
New Business Manager
Josh Pollard
New Business Manager
Dean Wallace
Senior Business Development Executive
Dean Wallace
Senior Business Development Executive
Lucy Robson
Senior Account Executive
Lucy Robson
Senior Account Executive
Liam Ellis
Corporate Account Executive
Liam Ellis
Corporate Account Executive
Donna Attridge
Senior Account Executive
Donna Attridge
Senior Account Executive
Errol Archer
Health & Social Care law expert
Errol Archer
Health & Social Care law expert
Francesca Jeffrey
Partnership Manager
Francesca Jeffrey
Partnership Manager
Rebecca Allen
Business Development Executive
Rebecca Allen
Business Development Executive
Chris Lacey
Finance Manager
Chris Lacey
Finance Manager
Allison Rundle
Finance Assistant
Allison Rundle
Finance Assistant
Alan Ford
Marketing Manager
Alan Ford
Marketing Manager
Doug Walsh
Business Development Executive
Doug Walsh
Business Development Executive
Emily Whiting
Risk & Claims Manager
Emily Whiting
Risk & Claims Manager
Simon van Os
Head of Customer Solutions
Simon van Os
Head of Customer Solutions
Stephen Taylor
Business Development Executive
Stephen Taylor
Business Development Executive
George Skinner
Comercial Account Handler
George Skinner
Comercial Account Handler
Ben Simmonds
Corporate Claims Handler
Ben Simmonds
Corporate Claims Handler
Georgia Mercer
Commercial Account Handler
Georgia Mercer
Commercial Account Handler
Keenan Atkinson-Cox
New Business Executive
Keenan Atkinson-Cox
New Business Executive
Lauryl Rencontre
Business Support Executive
Lauryl Rencontre
Business Support Executive
Jack Collins
Commercial Account Handler
Jack Collins
Commercial Account Handler
Leah Bray
Commercial Account Handler
Leah Bray
Commercial Account Handler
Lucy Sandle
Business Development Executive
Lucy Sandle
Business Development Executive
Ruth Florence
Business Development Executive
Ruth Florence
Business Development Executive
Sophie Salter
Business Solutions Development Executive
Sophie Salter
Business Solutions Development Executive
Kieran Maguire
Business Development Executive
Kieran Maguire
Business Development Executive
Peter Bryant
Energy Analyst
Peter Bryant
Energy Analyst
Demianna George
Executive Assistant
Demianna George
Executive Assistant
Mathew Singleton
Recruitment Manager
Mathew Singleton
Recruitment Manager