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

Giving retirement a second thought

Over a third of over-55s think they will work beyond their State Pension age
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Retirement Income Needs

Andrew Morley discusses the things you can and can't control surrounding your retirement income
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How do I pass on my pension?

From generation to generation in a tax-efficient manner
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Reduce your Inheritance Tax bill

Andrew Morley discusses ways to minimise Inheritance Tax.
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