Andrew Stinchcomb CFP™ Chartered FCSI, LLAA, AwPETR specialises in a valued-based approach financial planning for individuals and businesses which is engaged with Purpose.
In this regard, he specialises in working with those going through life transitions creating vulnerability e.g. the elderly, bereaved, relationship breakdown, injury, serious illness, cognitive impairment (advice to them, family, carers and fiduciaries i.e. attorneys and deputies, as appropriate).
He began his financial planning career on 8th March 1991 – he’s seen a few things! He’s guided his clients through all kinds of market turning points and life’s transitions over three decades. Pick your ‘apocalypse du jour’ – this time is not different. Many have been clients for decades.
He completed “The Seven Stages of Money Maturity” with George Kinder the “Father of Financial Life Planning” and graduated from “The Trusted Advisor™ programme” at the Values-Based Financial Planning™ Academy.
He is a SOLLA Accredited Later Life Adviser (LLAA), Chartered Fellow (Financial Planning), Certified Financial Planner™, Chartered Wealth Manager, Pension Transfer Specialist and an Affiliate of the Society of Trust and Estate Practitioners (STEP).
He has a Statement of Professional Standing for regulated Independent Financial Advice.
Andrew is married to Vanessa, celebrating over 30 years and their Pearl Anniversary in June 2024. They led ‘The Marriage Course’ for seven years at their Church.
Andrew plays right-handed and left-handed at golf. He can create watercolour paintings of golf courses much better than he plays on them!