Andrew Weston — Independent Financial Adviser in Sheffield
About Andrew Weston
Andrew Weston is a Wealth Planner at Mattioli Woods, helping clients understand what is possible with their finances and then putting the right plan in place to help them get there. Andrew’s interest in financial planning began at an early age. As a child, he remembers watching a financial adviser meet with his parents, an experience that stayed with him long after the meeting had ended. Years later, seeing a close friend build a career in financial planning brought that early interest back to life. Andrew studied Economics at the University of Manchester before beginning his career with Aviva, followed by roles with Prudential and BBT Group. He later joined Kingswood, now part of Mattioli Woods, where he has continued to build his career in wealth planning. Andrew particularly enjoys helping clients see opportunities they may not have realised were available to them. Through careful cash-flow modelling, he has helped clients understand that retirement could be closer than they thought, giving them the confidence to make important decisions about their future. He also supports families with complex financial decisions, including Inheritance Tax planning and the implications of changing legislation. Inheritance Tax is a particular area of focus for Andrew. He believes thoughtful planning can make a significant difference to how wealth is passed on and the people and causes clients ultimately want to benefit. For Andrew, good advice is about proving its value over time. He aims to anticipate potential issues, bring solutions to problems clients may not yet have considered and build relationships that become more valuable as he gets to know each client. Outside work, Andrew enjoys spending time with his wife and family, walking in the Peak District, watching his two children play football and getting involved in a kick-around himself.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Inheritance Tax Planning
- Pension Planning
Qualifications
Chartered Financial Planner (CII, APFS)
Regulation
Andrew Weston is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Andrew Weston an FCA-regulated financial advisor?
Yes. Andrew Weston is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Andrew Weston offer?
Andrew Weston offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Andrew Weston?
Fees vary depending on the service, the complexity of your situation and the assets involved. Andrew Weston will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Andrew Weston is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Andrew Weston?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Andrew Weston directly through the contact form.
Does Andrew Weston work with clients outside Sheffield?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Andrew Weston is based in Sheffield but you can confirm preferred meeting locations and video options when you book your initial call.