Retirement Options Investments and Tax Planning Attorneys and Trustees Funding Long Term Care

Andy Smith, APFS, ACII

andy smithAndy has more than 25 years' experience in the pensions and investment industry, having spent 15 years working for an insurance company before moving to The Goodman Partnership in 1998. He became a Partner in 2000.

 


Professional Qualifications

Andy is a Chartered Financial Planner and Associate of both the Personal Finance Society and the Chartered Insurance Institute.

These qualifications result from successfully passing the following examinations:-

G10- Taxation & Trusts G20 - Personal Investment Planning
G60 - Pensions G70 - Portfolio Investment Management.
K10 - Retirement Options K20 - Pension Investment Options
CF8 - Long Term Care Insurance CF9 - Pensions Simplification
MAQ - Mortgage Advice Qualification  

 

The Goodman Partnership is Authorised and Regulated by the Financial Services Authority