Andrew Moat

BSc (Hons) CFP™

Associate Financial Planner

Role:

Andrew is a Financial Planner, creating tailored wealth managements solutions for our clients. Andrew has worked in the industry for several years and has developed an interest in investments and financial markets. He is currently working towards Chartered status.

Qualifications:

  • BSc (Hons) in Accounting
  • Diploma in Financial Planning
  • Certified Financial Planner

Memberships:

  • Associate member of Chartered Institute of Securities and Investment (CISI)
  • The Personal Finance Society (PFS)
  • The Chartered Insurance Institute (CII)

What do you enjoy about your role?

I enjoy being able to assist our clients in their journey, helping them with big financial decisions and producing solutions to get the best outcome for them.

What are you passionate about?

I am passionate about improvement and making sure I can deliver to the best of my abilities. I enjoy building deep relationships with our clients and take pride in the trust that is instilled in us to do our best for them.

What do you like most about working for Fiscal Engineers?

I love working for a company that has ethics at its core – our purpose is to always do the right thing for our clients. I enjoy working with a team of like-minded people and a company that invests so strongly in our people.

What are your interests?

I love all things sport and although I feel my prime competing is probably behind me, I can still take a lot of enjoyment out of spectating particularly now Leeds United are back in the Premier League. I also like travel and good food, I have long list of destinations and restaurants to tick off my list over the coming years.

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Historically, we humans have spent much effort trying to shape the natural environment to fit us.

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