Andy Smith, Partner, 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.

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 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 after completing the STEP Certificate for Financial Services (Trusts & Estate Planning) in May 2012 and an Affiliate of the Enterprise Investment Scheme Association after completing the EISA Diploma in September 2014.


Goodman Chartered Financial Planners is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd., is authorised and regulated by the Financial Conduct Authority – FRN: 475973 Registered in England and Wales no: 05574120. Part of the Fairstone Group. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: www.financial-ombudsman.org.uk.