Andrew specialises in the development of digital advice, guidance propositions and defined benefit pension transfer redress.
Before joining Bovill Newgate, Andrew worked across Supervision, Policy and Innovation at the FCA. His most recent role was as a Technical Specialist advising firms on the application of FCA rules to innovative business models, particularly those involving discretionary management and retail investments.
Andrew also worked on several thematic reviews at the FCA. These included the suitability review of wealth management firms, the application of appropriateness rules by CFD firms and the sale of interest rate hedging products. He also helped shape the updated redress methodology for defined benefit pension transfers.
Other positions held previously include a compliance role at Brooks Macdonald and the Financial Ombudsman Service. Andrew also holds the CII Diploma in Financial Planning, including the G60 pensions qualification.
