Andrew Beeney – Financial Planner

Andy has worked in financial services for over 30 years and joined the Affinity family in 2017. He is a Certified Financial Planner Professional and a Chartered Wealth Manager, alongside numerous other qualifications. He has recently been recognised and awarded for achieving the highest mark in the CISI Financial Plan Assessment exam. It is with this wealth of knowledge and experience that Andy has assisted many clients to achieve their financial aspirations and goals.

Andy specialises in working with entrepreneurs and helping them to sell their business and plan for ‘Life after Exit’. He regularly presents on his specialist subjects as well as managing our relationships with fellow professionals such as solicitors and accountants. He also chairs our client advisory board.

Outside of work Andy is a keen golfer, he loves to travel and is a registered foster carer.