Head of GL Integrity Financial Planning
With over 30 years experience in the finance sector Andrew joined us in 2016 to head up Gregg Latchams’ financial practice, GL Integrity Financial Planning. He is responsible for leading the company and growing the business, providing comprehensive financial planning to private individuals and businesses. His responsibilities include providing advice on retirement planning, investment planning, tax planning, trustee investments and risk management.
Andrew is a Certified Financial Planner™, Chartered Wealth Manager and an Affiliate of the Society of Trust and Estate Practitioners (STEP). He is also one of the very few professionally trained Values-Based Financial Planning™ professionals in the UK.
GL Integrity Financial Planning Limited is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. GL Integrity Financial Planning Limited Registered Office: 8 Queen Square Bristol BS1 4JE. Company Registered in England and Wales No. 5814248.
“I would like to recommend Andrew for his high professionalism as a financial adviser. He is much more than your normal adviser; he takes an active interest in your business, your life style and assists with your business and personal goal setting. With this knowledge and his caring attitude, Andrew can give you excellent and solid advice.”
“I would and have on several occasions and without hesitation recommend Andrew for his ethical approach in helping people while conducting business. It is vital to us and our clients that our business partners share the same ethos we hold so dear and Andrew has given us that confidence for several years now. In an industry where financial motives are questionable at times Andrews approach is, and always has been exceptional and innovative in its delivery.”
“We called on Andrew's expertise because we needed a holistic approach to financial planning and were delighted with the results. Andrew's quiet and unobtrusive approach to financial advice meant that we could go away and make decisions in our own time and we are grateful for his support and advice.”