Andrew Whiteley is managing director of Provisio Limited and has been an IFA for over 20 years working almost exclusively with the clients referred to him by accountants and solicitors. Andrew holds the Diploma in Financial Services and specialises in investment and pension planning for individuals and company directors. He is one of a small number of IFAs promoting ETFs to retail clients.
In 2007 Andrew set about developing a new Wealth Management service. Starting with a blank canvas he identified the significant cost advantages offered by Exchange Traded Funds (ETFs) and decided that they would be ideal components of the multi-asset portfolios that he was keen to develop. These portfolios – hosted on a number of “wrap” platforms – are run on an advisory basis and now sit at the heart of the Provisio wealth management service. Andrew is Resolution accredited and often acts as a financial neutral in collaborative divorce proceedings.
Away from work Andrew is a keen fan of all sports, but these days is limited to the occasional set of tennis.