Qualifications

  • RegDipFP – Regulated Diploma in Financial Planning (DipPFS)
    This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Chartered Insurance Institute

Member of the Personal Finance Society

As a member, I am part of a professional body that is well-known and respected by employers, regulators, and my professional peers.

Philip Andrews

Financial Planner

With more than 20 years’ experience within the financial planning industry, Philip previously spent 12 years working within a leading bank advising high net worth clients and also has experience in running his own business.

Philip specialises in providing people with specialist knowledge of their investment and retirement options. His aim is to help people gain a better understanding of their personal situation and know what options they have.

In addition to this, Philip often provides a range of bespoke financial services to the employees and members of our organisational partners.

For Philip, financial planning is about helping clients determine whether they are on track to meet their goals and outlining their path to overall financial wellbeing.

Philip is currently working towards his Chartered exams.

Reviews and Ratings for Financial adviser Philip Andrews, Belfast

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Philip
Outside of work

Philip is married to Patricia and they have two brilliant young children. Philip used to play a good level of badminton but is now more than happy to watch from the side-lines as Treasurer of his local club.

Away from the office Philip loves to play golf and attend regular spin classes.

When he isn’t playing golf or attending spin, he enjoys watching his son play football and loves to spend time together as a family supporting their favourite team, Manchester United!

Philip
In the spotlight

My proudest moment as an IFA was…

Helping people come to the realisation that they don’t have to continue working and can afford to retire. The reaction makes my job worthwhile.

The things I love most about my job are…

Dealing with and helping a wide range of people with different needs and running retirement seminars for the Irish National Teachers’ Organisation and the Ulster Teachers’ Union.

The types of people I most enjoy working with are:

People at all different stages in life! They could be mid-career professionals to retirees and those who want to make the most of their life savings.

Get in touch

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