Andrew Yonge

Senior Consultant
Personal financial planning
T: 01483 407100
E: andrew.yonge@smith.williamson.co.uk

Andrew works primarily with private clients advising on personal financial planning matters. His particular expertise includes pensions, investments, and contingency planning. He advises small companies on pensions, and business and shareholder protection issues.

He joined Smith & Williamson in 2004 as a Senior Consultant and is based in the Guildford office. Since joining Smith & Williamson he has become heavily involved with pension sharing issues as instructed by solicitors, and has written reports relating to both Statutory Schemes and all types of private sector occupational and personal pension arrangements. He has been involved in approximately 100 such cases and has given evidence in Court.

He is registered with the Financial Services Authority as an Investment Adviser and holds the Chartered Insurance Institute exams, Pensions Simplification Exam and the new Diploma exams, Pension Funding and Pension Income which relate to the new pension rules that took effect in April 2006.