On 1st April 2016, Suffolk-based independent financial advisers ANDREW DICKSON LIMITED celebrated their 22nd birthday by appointing senior advisor Kevin Froggatt DipPFS as a director and shareholder.
ANDREW DICKSON LIMITED was founded in 1994 by its namesake, Andrew Dickson.
The team’s core activity is making clients’ money work hard, while keeping tax to a minimum. Their success in doing this is indicated by the fact that some of Andrew Dickson’s clients have been acting on advice from him for the whole 22 years the company has been in operation.
Kevin Froggatt joined ANDREW DICKSON LIMITED in 2014 as a qualified independent financial adviser. However, before embarking on his financial services career, Kevin worked with HM Revenue & Customs as a personal tax adviser. This taxation background has proved invaluable in his role as an adviser as so much of ANDREW DICKSON LIMITED’s work is involved, directly or indirectly, in tax matters.
He also brought with him considerable experience of providing independent advice to clients and, since joining, has been instrumental in growing ANDREW DICKSON LIMITED’s individual and corporate client-base.
Kevin’s expanded role as a director and shareholder is part of a long term strategy to strengthen the company’s top level structure so it is ready to accommodate an ever-growing portfolio of clients and in preparation for advising the next generation of clients.
As part of the same strategic recruitment plan, experienced paraplanner Alison Westgate joined the company in April 2016 too.
Alison is a highly experienced paraplanner who is responsible for investment and product research for clients and for generating short and long term investment and risk management strategies and the detailed reports which the company provides as part of its service to clients.