Dominic Andersen APFS, Certs CII(MP & ER), Director and Chartered Financial Planner
Tel. 01908 226400
Dominic is a pension transfer specialist, and one of the UK’s few financial advisers to formally graduate as a Chartered Financial Planner, and to be officially listed as a Later Life Specialist Adviser.
He is always focused on opportunities available to customers, and some of his work has resulted in landmark achievements. For example, on one occasion he arranged a company pension scheme to develop an office building that netted the directors £1,000,000 from an investment of just £350,000 within seven years. He excels in translating complex financial information into layman’s terms, and is extremely knowledgeable about a wide range of financial products, ranging from ISAs to offshore investments.