Years of experience: 18
Tax AdvisorTax ProfessionalAdvisorFinancial PlannerInvestment OfficerBusiness Development Manager
Trust Score
Exceptionally trusted; proven professional excellence.
Andy's Career Path
Oct. 2025 -Present
Paratus WealthSenior Partner and Financial Advisor
GlobalAs a Senior Partner and Financial Adviser at Paratus Wealth, I specialise in guiding high-net-worth individuals and families through the complexities of wealth management. My focus is on creating tailored strategies that preserve and grow assets across generations, balancing sophisticated investment insight with a deeply personal understanding of each client’s goals. At Paratus, we pride ours...
Aug. 2024 -Mar. 2025
MCDONALD ASSOCIATES LIMITEDWealth Manager and Head of Commercial
United KingdomThe role was to assist the shareholders create a business plan fit for the future of the financial advice industry and attract European investors to provide finance to help grow the business. I oversaw changes in the tech stack, commercial proposition, and routes to growth through acquisitions and IFA hires. After building a senior management team, merging three businesses together and comple...
Mar. 2023 -Aug. 2024
True Potential LLPWealth Management Partner
London and South EastAs a UK-based regulated financial advisor with over 15 years of experience, I am dedicated to empowering clients to achieve their financial goals and secure their financial future. By combining expertise, in-depth market knowledge, and a genuine passion for helping people, I have built a strong reputation for offering tailored financial solutions that put clients' needs at the heart of every ...