Andrew Brown Email
Chartered Wealth Manager and Certified Financial Planner at Westcotts Chartered Financial Planners @ Westcotts Chartered Financial Planners
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Andrew Brown Location
- Bristol, England, GB
Andrew Brown Work
- Chartered Wealth Manager and Certified Financial Planner at Westcotts Chartered Financial Planners @ (November 2025 - Present)
- Partner Westcotts LLP, Chartered Accountants and Business Advisers @ (November 2016 - November 2025)
- Partner Albert Goodman LLP, Director Albert Goodman Chartered Financial Planners @ (October 2003 - October 2016)
- Managing Director of Andrew Brown Associates IFA Ltd @ Andrew Brown Associates IFA Ltd (January 1991 - December 2003)
- Group Controller - Financial Advisory Team Manager @ (November 1985 - April 1991)
- Business Owner (self-employed) @ Farmer & Agricultural Contractor (July 1980 - November 1984)
Andrew Brown Education
- The Chartered Institute for Securities & Investment (The CISI)
RO8 RO3 RO4 (Chartered Status)
2015-2017 - The Chartered Institute for Securities & Investment (The CISI)
Certified Financial Planner & Chartered Wealth Manager
2007-2016 - The Chartered Institute for Securities & Investment (The CISI)
Certificate PFS & Diploma PFS
2003-2006 - Barclays Bank (Barclays Life)
Banking & Financial Advice qualifications (residential training (London))
1984-1985 - Wellington School, South Street, Wellington, Somerset
8 O Levels (A grades in Biology (History, French, Art))
1976-1980 - Ashbrooke House, Weston-Super-Mare, Somerset 1970-1976
- Wyndcroft School, Charlton Road, Weston-super-Mare 1967-1970
Andrew Brown Skills
- Estate Planning
- Financial Advisory
- Lifetime Allowance and Tapered Annual Allowance Planning
- Pensions
- Estate Tax Planning
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Tax
- Portfolio Management
- Investments
- Finance
- Pension Consolidation Advice
- Financial Services
- Wealth Management
- Tax Advisory
- Corporate Tax
- Strategic Financial Planning
- At Retirement Pension Optimisation Advice
- Trusts
- Holistic Financial Planning
- Lifetime Allowance Planning
- Commentator on Personal Finance Matters
- Pension Funds
- Small Business
- Business and Personal Protection
- Inheritance Tax Planning
- Retirement
- Personal Cash Flow Modelling
- Workplace Pensions and Auto Enrolment
- School Fees Funding Solutions
- Miss Selling Advice
- At Retirement Advice
Andrew Brown Summary
- Andrew Brown, based in Bristol, England, GB, is currently a Chartered Wealth Manager and Certified Financial Planner at Westcotts Chartered Financial Planners at Westcotts Chartered Financial Planners. Andrew Brown brings experience from previous roles at Westcotts Chartered Accountants & Business Advisers, Albert Goodman LLP, Andrew Brown Associates IFA Ltd and Barclays. Andrew Brown holds a 2015 - 2017 RO8 RO3 RO4 in Chartered Status @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Estate Planning, Financial Advisory, Lifetime Allowance and Tapered Annual Allowance Planning, Pensions, Estate Tax Planning and more. Andrew Brown has 1 emails on RocketReach.
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