Andrew Cope

What is your average day like:‍

Spending time with my family and Juno (the dog) in our favourite place Cornwall, on one of the many beaches playing a range of games (bat & ball,, frisbee and bowls) and enjoying the sea. Lunch at Watergate Bay Beach Hut, a Crab Linguine with a glass of wine and ending the day at Fistral Beach with a takeaway pizza from Stables restaurant watching the sunset.

What do you like most about your job?

Helping clients navigate the complexities of retirement planning; sitting down with a client with a pile of paperwork, reviewing their circumstances, explaining their options and devising a plan to take control of their finances and giving them peace of mind of a secure retirement.

How long have you worked in Financial Services

I have been in the Financial Services industry since 1999 initially for a large insurance company for 10 years and now as an Independent Financial Adviser for over 15 years.

Meet with Andrew

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 advisor 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. Andrew’s comprehensive approach begins with understanding each client’s unique circumstances and goals. Using detailed cashflow modelling, he creates tailored strategies across key areas such as: Pension and retirement planning, Investment management, Inheritance tax planning and tax planning and minimisation 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. Andrew is committed 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. Outside of work, Andrew is dedicated to his family and community, supporting causes close to his heart, such as cancer research, in memory of his wife.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.