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Departments: GL Integrity Financial Planning
With over 30 years experience in the finance sector Andrew joined us in 2016 to head up Gregg Latchams’ financial practice, GL Integrity Financial Planning. He is responsible for leading the company and growing the business, providing comprehensive financial planning to private individuals and businesses. His responsibilities include providing advice on retirement planning, investment planning, tax planning, trustee investments and risk management.
Andrew is a Certified Financial Planner™, Chartered Wealth Manager and an Affiliate of the Society of Trust and Estate Practitioners (STEP). He is also one of the very few professionally trained Values-Based Financial Planning™ professionals in the UK.
GL Integrity Financial Planning Limited is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. GL Integrity Financial Planning Limited Registered Office: 8 Queen Square Bristol BS1 4JE. Company Registered in England and Wales No. 5814248.