Mike has over 35 years’ experience in the financial services sector and is a Chartered Member of the Chartered Institute for Securities and Investment. Whilst specialising in Investment Management he also has extensive knowledge and personal experience across all aspects of Wealth Management including Trusts and Estates, Financial Planning and Private Banking.
Starting his career in Plymouth with NatWest he has worked offshore in Jersey as well as in London, Bristol and Exeter. Mike enjoyed a lengthy career with Coutts before joining Rowan Dartington in August 2013 to open the Exeter office. He passionately believes “people matter” and in the importance of delivering a quality personal service.
After gaining his Economics degree, Andrew began work in the City in 1988 advising private clients. He progressed to the institutional dealing arm of Japanese broker, Nikko, providing advice on equities, options and futures to large institutions such as banks, hedge funds and fund managers. Concentrating on derivatives, he became the head trader of Nikko’s team on the LIFFE floor.
Andrew returned to private client advice with HSBC in 2003, spending 8 years in their Private Bank, advising Ultra High Net Worth clients depositing in excess of £3m each for management.. Andrew joined Rowan Dartington in January 2015 and is a Chartered Wealth Planner and Fellow of the Securities Institute.
Andrew qualified as a financial planner in 1995 and initially worked for Prudential as a Financial Consultant. In 2000, he moved to Lloyds TSB to work as a Financial Consultant. In October 2001, he joined Rowan & Co as an IFA and continued working for the company when it became Ashcourt Rowan. In 2012, Andrew left to help set up Stafford House Investments.
Andrew currently advises 170 clients with assets under management of approx. £30m.
He specialises in providing pre and post retirement planning, investment and tax planning advice.
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