Director | Chartered Financial Planner
Andrew is a Fellow of the Chartered Insurance Institute and Certified Financial Planner with more than 25 years relevant experience. He is also a Chartered Member of the Chartered Institute for Securities and Investment.
Andrew is also authorised to give advice on pension transfers, mortgages and advise on financial planning for long term care of the elderly.
Representing the client’s interest has always been the preferred role for Andrew. In his view there is nothing better than a satisfied and happy client.
Director | Independent Financial Adviser
Kevin is a member of the Personal Finance Society and holds the Diploma in Financial Planning, together with Mortgage, Equity Release & Long-Term Care qualifications.
Kevin has worked in Financial Services since 2006 and prior to that as a Personal Taxation Consultant for HM Revenue & Customs. Four years of his Financial Adviser career has been within Chartered Accountancy firms, where a large part of his role was to work closely with his accountant colleagues providing financial advice for their clients.
Kevin’s areas of expertise cover both personal financial planning and Corporate advice.
Chartered Financial Planner
Shaun is a Fellow of the Personal Finance Society and is a Chartered Financial Planner, holding the Advanced Diploma in Financial Planning.
He has worked in the Financial Services Industry since 2003, and is authorised to provide advice on pension transfers and long term care, amongst other things.
In recent years, Shaun has been particularly involved in the creation and management of investment portfolios, with the aim of providing and maintaining long term prosperity.
Equity Release and Mortgage Adviser
Elaine joined Andrew Dickson Limited in 1998 as an Administrator to assist Andrew with applications, letters and filing.
Over the years her roles have increased and she has become an essential part of the team with her client and business knowledge.
She completed the Financial Planning Certificate shortly after joining the company and in recent years she has taken further exams and is now a qualified Equity Release and Mortgage Adviser.
Having worked in financial services sector for more than 25 years, primarily within legal and accountancy practices, Alison’s many job roles have included administration, compliance, financial advice and paraplanning.
Alison holds a number of qualifications including mortgage, equity release and long term care and these complement the work of Andrew and Kevin.
She joins the team as a paraplanner, to provide research and report writing functions for the team.