Find out more about us
Our Company
Wealthwise Financial Management Limited (08363073) is a small independent financial advisory company located in Rugby specialising in wealth management.
We believe that getting professional independent financial advice is one of the best ways for individuals and companies to look after themselves, their families and their futures.
Our service is personal to you, and we will take the time to understand your financial goals, objectives and priorities, to ensure that the advice we give you is tailored specifically for your needs. We’ll work with you to create short, medium and long-term strategies to work towards your aims. We understand that life happens, circumstances and priorities change, so we like to develop a long-term relationship with our clients to support that financial journey.
Our aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position both now and in the future. Quite simply, we want to make sure you have the greatest amount of wealth available to you, and access to advice, when you need it most.
Our independence is incredibly important as this means we can look at the whole market to find the most suitable product for you. The alternative type of advice is restricted which gives the adviser a limited product range that makes their life easier. However, this doesn’t necessary give the client the best choice of products or funds.
Andy Foster
Financial Adviser
Andy has over 30 years industry experience dating back to 1990 when the industry was very different to what it is now. He specialises in face to face advice to assist his clients in managing their financial requirements tailored to meet their own specific circumstances with straightforward and transparent advice. However, due to the Covid 19 pandemic he had to find a different way of working. Most meetings are now conducted electronically through zoom or Microsoft teams with all documents sent securely through the client portal.
As well as addressing simple and straightforward issues, he specialises in pensions and investments also known as wealth management. He has a reputation for his specialist knowledge not only advising individual & corporate clients but also training other financial advisors and running workshops for professional connections.
Andy is a member of the Personal Finance Society/Chartered Insurance Institute and gained the designation of Dip PFS. All advisers must obtain a statement of professional standing issued by an accredited organisation to certify that the adviser has completed a set amount of relevant training per year, Andy’s is issued by the Chartered insurance Institute.
Andy is a family man, married to Susanne with grown up children all forging their own way in life. In his younger days Football, Rugby and Cricket were his main interests but now days he has slowed down to the odd game of golf or sailing whilst on holiday. He also likes to travel and has a goal to experience as much of the world as possible.
Qualifications
Diploma in Financial Planning
G60 Advanced Pension qualification
G10 Advanced Taxation & Trusts Qualification
J04 Pension Funding
J05 Pension Income Options
R01 Financial Services Regulations and Ethics
R02 Investment Principles and Risk
Cemap Mortgages