Andy

Head of Wealth Management

Andy is an experienced investment professional with a proven track record of advising HNW individuals and company directors. Andy worked in private wealth management for over a decade, working in Switzerland for three years before returning to London, where he worked for the Bank of New York Mellon, Legal and General Investment Management (LGIM) and Fairstone Wealth Management. Andy holds the Investment Management Certificate (IMC), has passed CFA levels 1 and 2 (Chartered Financial Analyst), and has the Cii DipFS. In addition, he has a BA from University College London (UCL).
Andy is passionate about lifestyle financial planning, cash flow modelling, strategic long-term thinking for clients and trying to help people achieve clarity through setting clear, achievable goals.
He believes the traditional financial advice model is changing. He is on a mission to increase client value by reducing unnecessary fees, increasing contact time with clients and reducing costs from legacy products.

At EWM, we believe that we create value for clients by focusing on lifestyle financial planning, giving clients a clear picture of their present and future and straightforward, consistent guidance as they navigate it.

Jeremy

Director Wealth Management

Jeremy joined EWM in July 2023, bringing 12 years of experience in Leadership and Management as an officer in the British Army, where he achieved the rank of Major. Jeremy expanded his business knowledge by completing a Master of Business Administration and Association of Project Management Qualification. He is currently studying for his Level 4 Diploma in Financial Advice.

Lifestyle financial planning excites Jeremy as it combines leadership skills, problem solving and finance. He is passionate about human behaviour and how this influences an individual’s financial decision-making.

Jeremy is married with three children and lives in North Norfolk.