Andrew Troughton

Andrew joined Torquil Clark’s northern office, Lonsdales, in 1997 having previously started his career with Scottish Provident Assurance. His roles included dealing with pensions, investments and life assurance and later with executive pension plans and small self-administered schemes as part of their corporate pensions team.

As a wealth manager, Andrew has qualifications far in advance of the basic financial services ‘entry level’. In 2007 he achieved the Diploma in Financial Planning, held by only a small minority of financial advisers. His Diploma in Financial Planning includes advanced qualifications in Investment Planning, Inheritance Tax Planning, and specialist pensions advice, including Retirement Income Options. This means he is ideally suited to help his individual clients with their short and long-term investment and retirement planning requirements, including reviews of existing investment and pension arrangements or the construction of new ones.

Andrew has gained invaluable experience in dealing with ’high net worth’ individuals on all aspects of wealth management. This has included working alongside accountants and solicitors to provide clients with a holistic approach to wealth management.

He aims to use his 14 years experience in financial services to establish long lasting relationships with his clients. This is achieved through a commitment to regular reviews, highlighting areas for improvement, and working with clients when and if their circumstances change to ensure they are on course to reach their financial goals.