Andrew Nelson
Financial Adviser
FCA reference number: AXN00251
With a deep commitment to helping my clients achieve their financial goals, I specialise in retirement planning, investment advice, and estate planning. I strive to optimise my clients' finances, empowering them to enjoy a fulfilling life and make the best use of their most precious resource: time.
With a deep commitment to helping my clients achieve their financial goals, I specialise in retirement planning, investment advice, and estate planning. I strive to optimise my clients' finances, empowering them to enjoy a fulfilling life and make the best use of their most precious resource: time.
Expertise
Financial planning Pensions and retirement planning Investment management Estate planning and inheritance tax planning Protection
Qualifications
- Diploma in Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice and Dealing
- Member of the Personal Finance Society
Region and method of advice
Based in Bristol, I offer in-person meetings with clients at our HL office in the centre of Bristol, BS1 5HL. 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 West
In-person meetings
Phone and Video call
Region and method of advice
Based in Bristol, I offer in person meetings with clients at our HL office in the centre of Bristol, BS15HL. 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
My primary aim is to provide clients with honest insights into their finances while addressing key questions such as:
- What sum is necessary to maintain my current lifestyle indefinitely?
- When can I anticipate achieving financial independence, making work optional?
- How can I safeguard against outliving my financial resources?
Equipped with this understanding, I guide clients towards financial freedom and security for themselves and their loved ones.
My approach hinges on understanding my clients' priorities and integrating them into a bespoke financial strategy. I conduct several consultations to craft a tailored plan that minimises risk and maximises tax efficiency.
I am committed to fostering trusted relationships, particularly assisting clients who are uncertain about financial decisions. I demystify complex financial concepts, ensuring clarity at each step, at a pace suited to individual preferences. My recommendations are thorough and adapted to unique circumstances.
Recognised for my dedication to client prosperity, I uphold the highest standards of advice, ensuring each financial plan reflects the distinct aspirations of my clients. Whether addressing straightforward queries or intricate goals, I empower clients to navigate their finances with confidence, striving towards a fulfilling financial future.
Andy totally took on board when I explained my circumstances and what my aims and goals are. He showed great empathy, and I always felt listened to. He took masses of time explaining things simply until I understood. He never made me feel rushed, pressured or stupid, instead I felt like a valued client who was well informed throughout and this was very important to me.
Anna, Sussex
Personal interests
When I'm not crafting financial plans, you'll catch me cheering on Manchester United or attempting (and often failing) to keep my golf ball on the fairway. When it's time for adventure, I'm off backpacking through Asia and South America, seeking new experiences and perspectives.