Personal Financial Designs was founded in 2009 by Andy McQueen, APFS.

Andy has over 30 years experience providing independent financial advice to individuals from all walks of life.

Andy specialises in designing and implementing financial plans to meet the objectives and priorities of his clients.

Plans cover all areas of personal financial advice but most particularly:

   
Investment Portfolio Planning
Retirement Planning
Care Fees Planning
Estate Planning

Primarily these services are provided for entrepreneurial business owners or individuals with capital to invest or protect.

Andy aims to develop financial plans that will lead to financial independence and a secure financial future for his clients. In addition, for his investment clients, his main focus is to develop a well-balanced and appropriate investment portfolio that produces above average rates of return commensurate with the level of risk acceptable to the client.

In terms of professional qualifications, Andy has held the Advanced Financial Planning Certificate since 1995 and immediately became a Member of the Personal Finance Society (the Society of Financial Advisers). He has since achieved further qualifications including specialist papers in pensions and long term care advice and is now, by qualification, an Associate of the Personal Finance Society.

To arrange an initial friendly, no obligation discussion, please contact us

Tel: 01903 244977    Email: andy@personalfinancialdesigns.co.uk