Andrew Morley

Chartered Financial Planner / Associate Director

Andrew has worked in financial services since 1987 and, in addition to providing financial advice to clients, has also undertaken a number of management and training roles.

In 2001 Andrew became an IFA and qualified as a Pension Transfer and Long Term Care specialist.  He has also achieved Chartered Financial Planner status, which demonstrates his high level of ability and commitment to his profession.

Prior to Joining SG Wealth Management, Andrew spent a number of years working alongside solicitors and accountants, providing advice to individuals, families and business owners.

Andrew took up cycling in 2015 and takes part in a number of charity rides throughout the year. He also plays badminton and goes to the gym regularly, often takes the family dogs out for long walks and enjoys spending time with his two young grandchildren.

Meet the Team

Andrew Morley's Latest News

Retirement Income Needs

Andrew Morley discusses the things you can and can't control surrounding your retirement income
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A 'Week in the Life' of Andrew Morley

Wealth Manager and Associate Director, Andrew Morley, talks us through a typical week
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What is Inheritance Tax (IHT)?

Passing on your wealth in the most tax-efficient way
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How do I pass on my pension?

From generation to generation in a tax-efficient manner
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