Andy Coles

Chartered Financial Planner

Andy first became a financial adviser back in 2009 and over the years has worked as both a self-employed and employer adviser in three independent financial adviser’s practices. 

Over this time Andy has developed his style as an adviser who now concentrates on the importance of helping clients really understand how their money can allow them achieve purpose and fulfilment as they approach the point in life that they achieve financial freedom. 

Qualifications

Outside work

Outside of work Andy lives in Hampshire with his wife Laura and their son Jonathan, not forgetting Casper the dog. When given time Andy can be found on the golf course or watching sport, however he is more likely to be seen taxiing Jonathan around to various sporting clubs or on the football pitch as one of Jonathan’s football coaches. 

 

 

 

 

Andy in the spotlight

When did you join Ovation?

July 2024

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Cheryl Frazer

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Client Services

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