Andrea is a paraplanner in Nelsons’ Investment Management team.
Areas of Expertise
- Providing support to the independent financial advisers
- Investment advice for individuals and trustees
- Protection and life assurance
- Mortgages and equity release
- Income in retirement
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 IFS
- Member of SIFA
