I have been providing financial advice for over 20 years, and before starting Merriman & Associates in September 2012, I was most recently at the Royal Bank of Scotland.
It was at the Royal Bank of Scotland that I provided financial advice to their personal, commercial and corporate customers for over 7 years. I can offer expert advice across the full range of financial planning, and am a specialist in inheritance tax planning and investment planning.
Over my career I have worked for market leading financial institutions including American Express and Friends Provident, and I have also previously run an independent consultancy focussed on inheritance tax planning.
I am passionate about developing and maintaining a relationship with clients that are based on trust and loyalty. As truly independent, my ability to offer ‘whole market’ advice (meaning that I am not limited to a single range of products) is fundamental to me delivering the solutions my clients need, and allows me to provide them with the best advice over many years. In addition, I am also able to offer advice to both personal and business customers.
In my personal life, I have achieved sporting success including being a national champion. Golf and cycling are now my passions.
I would welcome the opportunity to meet with you to discuss how I might best help you, and my contact details are below:
‘Andrew is very efficient and professional as well as friendly and approachable/ We’d feel confident about recommending his professional services to them’
‘We find Andrew understands our needs and more to the point we understand him as he tells us in layman’s terms. Very happy with Andrew.’