Senior Financial Planner
Andrew Southgate is a core member of our Wealth Team. As a Financial Planner, it's Andrew's job to look at your finances as a whole and come up with solutions to improve your retirement and financial future.
Areas of Expertise
- Pensions
- Investments
- Financial Planning
- Business Protection
Andrew's Role at Drewberry
Andrew's wealth of knowledge and experience ensures that clients receive the very best quality tax, investment, and wealth management advice.
Qualifications
Andrew is a Chartered Financial Planner and holds his Associateship through the London Institute of Banking and Finance. He also has a BSc (Hons) in Business and
Information Technology.
Who is Andrew Southgate?
Andrew joined Drewberry in 2022 with over 20 years' experience in financial services. This included working in the City of London, giving advice to lawyers at prestigious city firms and barristers' chambers. He then moved on to a boutique discretionary investment manager role, advising retail clients on their investments. From there, Andrew relocated to Spain, and subsequently, Portugal, where he was working with retired clients and managing a region.
What else does Andrew do?
Andrew's most expensive interest is travel; he tries to visit one new country every year. An avid reader, he reads anything from classic novels to contemporary fiction, biographies, comedies, histories and mysteries. As the chef in the house, he enjoys cooking Indian and French classic dishes.
Now his days of playing rugby are over, he follows the Welsh rugby team, as well as being a big fan of Tottenham Hotspur FC.