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
