Andy Findlay in

Andy Findlay

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Independent Financial Advisor at Impartial Financial Advice
📍 Ascot, England, United Kingdom

Andy Findlay is the Director and an Independent Financial Adviser at Impartial Financial Advice, holding a Dip PFS qualification. He focuses on straightforward, client-centric financial planning, favoring low-cost investment and pension solutions. Clients describe him as helpful, professional, and understanding.

Outside of his financial practice, Andy is involved with local sports. He has been associated with Reading City, a local football club in Berkshire, indicating a strong interest in community football.

He once received a Fortnum & Mason hamper from a client grateful for the investment growth she experienced.

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Experience
14 Years
Current Role
Independent Financial Advisor
Job Level
Middle
Location
Ascot, England, United Kingdom
Personality Overview

How Andy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Andy cares about

Low-Cost Investing
His professional philosophy is to favor investment and pension solutions with low ongoing charges to maximize client returns.
Client-Centric Advice
Emphasizes being a friendly, client-focused practice, a fact supported by testimonials praising his professional and understanding approach.
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Career

Work history

3-2019
Independent Financial Advisor
Impartial Financial Advice
11-2016 - 2-2019
Independent Financial Adviser
Wake up your Wealth LLP
2-2014 - 11-2016
Paraplanner
Wealth Wizards
2-2011 - 11-2013
Associate - Compliance Monitoring
Towry
Financial Planning Manager
Towry Law Ltd
In the press

Media appearances

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Education
2015 - 2017
Dip PFS
Chartered Insurance Institute
1984 - 1989
Education details unavailable
Collingwood College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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