Bournemouth & Poole Office
Our core focus is to construct tailor made strategies and solutions based on your individual needs and circumstances to ensure they meet your needs and enhance your life.
Andrew Sexton | Adviser Bournemouth & Poole Office
Andrew Sexton is an independent financial adviser at Premier Financial Planning Ltd’s Bournemouth & Poole division dedicated to servicing and educating those coming up to and in retirement. He has worked in financial services since 2002 and over that time has helped and advised hundreds of individuals and families to manage their investments and pensions. Andy accomplishes this through retirement planning, investment management, tax planning and wealth preservation.
Andy works 1-to-1 with clients to manage their money and builds longstanding trustworthy relationships with them.
Andy lives in Bournemouth. He is very active and likes to keep fit having played professional cricket for Hampshire in his youth. He also enjoys playing golf and going to the gym.
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How can Andrew help you?
Some of the core objectives many people have with their capital are:
To get a decent return on the money
To preserve the capital
To avoid paying tax
We use our professional experience and expertise to show you ways that can increase the returns on your savings, with the aim of getting a real (above inflation) return. We advise you to identify the investment options that are right for you, helping to match your specific set of objectives and circumstances to make the most from your capital.
It is time to do something with your pension and with pensions now more flexible and accessible than ever before, there are far more retirement options to choose from. We will help you to understand these options and which option is right for you. We run independent comparisons against your existing pensions, using the whole market, to help you get the very highest level of income from your pension, ensuring you have the most comfortable retirement possible.
It can be hard to think as far forward as retirement, however in a blink of an eye it will be fast approaching and if you haven’t made pension provisions for this it can mean that your standard of living will drop significantly, or you will have to continue to work until a much older age. The sooner you start a pension the easier it is. We will advise you and help you understand which pension is right for you and how that pension should be invested to give you the best return. We will show you what level of income this could provide in retirement and what level of contribution you should make to obtain a certain goal.
Buying a house can be a complicated and drawn-out process. This is not helped by the fact that mortgages can seem more complicated and mortgage lenders having different criteria (which means where one would say no, another could say yes!). We use our independent research software and industry experience to advise you to the very lowest mortgage deal ‘that is more likely to say yes’! Our aim is to save you time, stress and money.
No one likes to think about dying…....
However it is a fact of life and it will come to us all in the end. We want to make sure that if something should happen to you, the ones you leave behind are financially protected. Our aim, using our independent research tools, is to find you the right cover and the lowest possible price to ensure you are covered properly.
How do we provide you with independent advice?
We provide a face-to-face consultation. We take the time in this meeting to understand your needs and help you to understand the options available. Our aims for this meeting is to put you in a more informed position and also for you to get to know us and see how we conduct ourselves.
We will meet at a time convenient to you and come and see you at a location of your choice (usually your home where you have all the information/documents at hand you wish to discuss).
We will talk through your circumstances with you and discuss the topic you are looking for advice on to get a better idea of what you need. If further information and research is required we will do this for you and book a second meeting to talk this through.
We never believe in pressuring clients; just providing open, honest, robust advice and you have no obligation to use our services. We only take on clients that we can add value to and want to form that relationship with us.
Once we have taken you on as a client we will keep in contact with you. The regularity of this will depend on the type of advice you need from us. However we will be on hand whenever you need us.
If you are looking for independent advice on:
- Retirement Options
- Life Assurance
Then simply request a free consultation with Andy by filling in the short form. He will then be in contact shortly to discuss things further with you.
Just wanted to send this email to say thank you so much for all your help. You have spent a lot of time with us explaining different aspects of investments whether they be low or high risk and we feel lucky to have found such a brilliant and trustworthy Financial Adviser. ”
Mr & Mrs Kerby