Iain Andrews FPFS TEP
Partner and Chartered Financial Planner
Exeter
Iain joined Westcotts in 2013 as Director of Financial Planning. He is also a Partner at Westcotts. He has worked in financial services since 1997 and his experience includes working as a Financial Planner in a range of professional firms including Chartered Accountants, Solicitors and Stockbrokers.
Iain provides wealth management and tax planning advice for clients who are planning for retirement or are in retirement. He acts for attorneys and deputies, providing advice on care fees for clients in later life. He also has a particular interest in providing investment and planning advice for trustees.
“I am a Chartered Financial Planner, a Chartered Wealth Manager, a Fellow of the Personal Finance Society and a qualified member of the Society of Trust and Estate Practitioners (STEP).”
Exeter office
26-28 Southernhay East, Exeter, Devon,
EX1 1NS
