We speak to one of our new team members, Andrew Brierley who is a financial planner with over 10 years experience in the financial sector.

 

Tell me about you yourself

Career - I began my financial services career over 10 years ago and have held various advisory roles during this time both within banks and independent firms. I have gained many professional qualifications throughout this time and am continuing my studies to achieve Chartered status.  What I enjoy most about my job is the day to day interaction with clients and knowing that am adding real value to their financial position and consequently their lives.

Personal - I live in North Leeds with my wife Fran and two young daughters Ella and Mia. On the rare occasion I have any spare time I enjoy playing golf (badly), watching all types of sport and reading.

 

Why did you join Seventy Financial Planning?

I had considered positions with several other firms but none of them struck me as being truly concerned with the best outcome for the client. Having met Chris and the team at Seventy, and seeing that all advice is always aligned to helping clients achieve the lifestyle they aspire to (rather than just ‘selling’ investments), it was an easy decision to come on board. A couple of months in and I can safely say I have made the right choice. In an industry where some firm’s priority is profit, it is refreshing to work for a firm with such integrity. 

 

What areas of financial planning will you be advising on?

I will be advising primary on investments, pensions and retirement planning but will also be providing mortgage and protection advice as and when required. 

 

What is your approach to financial planning?

I like to keep things professional but also relaxed. I believe that a visit to your financial planner should be looked forward to rather than a chore! The more comfortable clients feel, the easier they find it to open up and let you know their real goals and aspirations, and understanding these is just as important as knowing your finances if we are to provide the best possible advice.

 

Start planning your future. Speak to us today.

Contact Us

Seventy Financial Planning
The Apple Store, Haggs Farm,
Haggs Road, Follifoot, Harrogate,
HG3 1EQ

01423 611004

[email protected]

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