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Andrew Burton BA (Hons) DipPFS
Financial Planner
I have worked in financial advice for over 15 years, having worked as a paraplanner before qualifying as a financial planner in 2014. Since then I have worked with clients from all over the world, advising on their investments, retirement planning and estate planning. This has covered all sorts of tax planning such as ISAs, pensions, trusts, bonds, VCTs and EISs.
Along the way, I have gained further qualifications in pension transfers and long term care.
I enjoy taking the time to get to know my clients and assist them to develop their goals and plan their futures. Your situation and priorities can change over the years, but putting good financial plans in place can help you adapt to anything. It’s a pleasure to help my clients achieve a sense of freedom with their finances.
When not working, I love spending time with my wife and two sons, often visiting National Trust places to explore nature. I also play golf when I can and follow tennis and football (particularly Scottish football).
Jenny
Good service
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Matt & Ali Davis
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
Jane Taylor
A fine and professional financial adviser.
I would like to say how grateful I am to you for guiding me through this process from start to finish, always explaining everything very clearly and answering all my questions. You have done a lot of research on my behalf, kept me informed as to progress and come up with the perfect solution for my circumstances. I could not have asked for a better advisor, you have been a star!
