Andrew Cope

What Andrew's Clients Have to Say

Peter

I was looking to retire as soon as possible & needed to find the best way to use my pension funds. Andrew advised me on various options for investing my pension funds.

Susan

Excellent financial advice that was very much tailored to our situation. Andrew listened and understood our circumstances and provided a range of options.

Pat

I am highly delighted he did home visits to suit me and answered all the questions I needed to know.

Tina

He advised me on the options available to me. I was extremely happy with Andrew and cannot think anything could have been done better.

Elaine

Andrew is very knowledgeable and professional. I was hesitant to go to a financial adviser but Andrew was recommended to me by friends who were both highly satisfied with his advice. I am so pleased!

Andrew Cope is an experienced financial adviser with over two decades of expertise in delivering personalised financial planning solutions. Based in Manchester, Andrew specialises in guiding private clients and business owners through the complexities of wealth management, helping them secure their financial future and maintain their lifestyle into retirement.

Comprehensive Financial Planning

Andrew’s approach begins with understanding each client’s unique circumstances and goals. Using detailed cashflow modelling, he creates tailored strategies across key areas, including:

Pension and retirement planning
Investment management
Inheritance tax planning
Tax planning and minimisation

Qualifications and Experience

With a BA (Hons) in Business Studies from Anglia Ruskin University and the designation of Certified Financial Planner, Andrew combines technical expertise with a client-focused approach. His career includes significant roles at respected firms such as Frenkel Topping and Aegon, where he developed a deep understanding of financial planning, redundancy counselling, and pension transfer analysis.

Client Commitment

Andrew is dedicated to providing peace of mind to clients at all life stages, from early career professionals to retirees managing their estates. He is passionate about empowering clients to make informed financial decisions that secure their families’ future and financial well-being.

Personal and Community Involvement

Outside of work, Andrew is devoted to his family and community, supporting causes close to his heart, such as cancer research, in memory of his wife. His compassion and dedication shine through in both his professional and personal life.