Andy Smith, Director, APFS, ACII
Andy has more than 30 years' experience in the pensions and investment industry, having spent 15 years working for an insurance company before moving to The Goodman Partnership LLP in 1998. He became a Partner in 2000.
These CFP and APFS qualifications result from successfully passing the following examinations:-
|G10 – Taxation and 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|
Andy is also an Affiliate of the Society of Trust and Estate Practitioners (STEP) after completing the STEP Certificate for Financial Services (Trusts & Estate Planning) in May 2012.