Andrea Painter
Financial Adviser
FCA reference number: ACP00007
I work with clients utilising holistic financial planning in order to enable them to achieve their financial objectives. The areas I am able to advise on include retirement planning, investment planning, inheritance tax mitigation, protection planning and long-term care funding.
I work with clients utilising holistic financial planning in order to enable them to achieve their financial objectives. The areas I am able to advise on include retirement planning, investment planning, inheritance tax mitigation, protection planning and long-term care funding.
Expertise
Financial planning Pensions and retirement planning Investment management Estate Planning and Inheritance Tax Planning Trusts Protection
Qualifications
- Advanced Diploma in Financial Planning
- Fellow of the Personal Finance Society
- CertPFS (DM) Certificate in Discretionary Investment Management
Region and method of advice
Based in Essex, I tend to serve clients in the East of England and East Anglia. I can provide in-person meetings with clients in the surrounding area. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Based in South East
In-person meetings
Phone and Video call
Region and method of advice
Based in Essex, I tend to serve clients in the East of England and East Anglia. I can provide in-person meetings with clients in the surrounding area. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Approach and experience
I joined Hargreaves Lansdown in 2012, as a Financial Planning Consultant, providing financial planning for some of Hargreaves Lansdown’s clients with more complex financial planning needs.
I'm a Chartered Financial Planner and a Fellow of the Professional Financial Society, two of the highest accolades a Financial Adviser can achieve. Having entered financial services straight from school, I now have over 30 years of experience in providing financial advice to clients.
I have previously worked within a number of advisory and technical roles at other IFA and financial planning firms.
I enjoy helping clients understand how they can convert their life savings into their dreams and ideals. Starting by understanding the client, what makes them tick and what they want to get out of life before looking at how the money can help to achieve their objectives. Without that understanding, I feel the money is just numbers on a page.
Andrea’s financial advice, recommendations and expert planning for my pension and investments for retirement are invaluable.
Put quite simply, I wouldn’t have the wonderful retirement I now enjoy without Andrea. She is top-class - I wouldn’t dream of going anywhere else.
Mrs Tozer
Personal interests
I'm a mother of two daughters and a fan of yoga as well as a keen gardener.
I love being outdoors and walking my miniature dachschund.