Andrea is a Paraplanner and supports our specialist Investment Management team.
Areas of Expertise
- Providing support to Nelsons’ Independent Financial Advisers
- Investment advice for individuals and trustees
- Life insurance advice
- Mortgages and equity release
- Cash flow modelling
Professional Information
- Member of the Institute of Financial Services (DipFA)
- Mortgage Qualification (CeMAP)
- Equity Release Qualifications (CeLTM and CeRER)
- Statement of Professional Standing issued by Institute for Fiscal Studies (IFS)
- Member of Solicitors for Independent Financial Advice (SIFA)