Andrew Jamieson

Andrew has been working in the financial services industry since June 1986. He has considerable experience in advising individual and corporate clients, and extensive knowledge of investment products and investment management.

Before joining Kellands Cheltenham in 1992 (and Kellands Gloucester in 2004), Andrew worked in Cheltenham with Old Mutual (since 1986) where he developed his broad knowledge. As a result he can provide information and answer questions around many aspects of the industry, in addition to those more specific to personal financial planning.

Andrew is married to Asha and lives in Cheltenham with his twin boys (aged 10½ ). He was born in Huddersfield, but moved to the South West after finishing his studies at the University of Lancashire. In his spare time he loves to cook, write poetry, read prolifically, watch sports and walk his dog, a Border Terrier. He keeps fit by swimming and playing with his twins at rugby and football and anything else they want. On occasion, Andrew likes to head back to his old local haunt in Yorkshire, where he can be seen catching up with friends over a pint or two of Yorkshire Bitter! He is a keen fan of Huddersfield Town and Gloucester Rugby.

Andrew is proud to be a member of the following professional organisations:

• Personal Finance Society
• Chartered Insurance Institute

Andrew’s qualifications include:

• Degree in American Studies
• Diploma in Financial Planning
• Chartered Financial Planner
• Fellow of the Cii
• F10 – Taxations and Trusts:
• G60 – Pensions & Pension Transfers
• G80 – Long Term Life & Health Protection
• AF5 – Financial Planning Process
• GR1 – Group Risk
• J04 – Pension funding options
• J05 – Pension Income options
• J08 – Financial Planning Practice:
• R02 – Investment Principles & Risk
• R08 – Pensions Update
• FA1 – Life Office Administration
• ER1 – Equity Release
• R08 – Pension update
• CF2 – Investments and Risk
• CF6 – Mortgage Advice
• CF8 – Long term care planning
• FP1 – Financial services and their regulation
• FP2 – Protection, savings and investment products
• FP3 – Identifying and satisfying client needs

< Meet The Team