A bald man with a beard wearing a dark gray suit, white shirt, and black tie, standing in front of a brick wall.

  • I’m Andrew Daw, a Financial Planner based in the South West, helping people create clarity, confidence and control over their financial lives.

    After nine years in the military, I learned the value of structure, discipline and careful planning. These are the same principles I now bring to every client I work with. My approach is simple: clear advice, no jargon, no pressure — just financial planning that makes sense and fits your life.

  • I help people:

    • protect their income and family

    • plan for retirement with confidence

    • build long-term wealth

    • make smarter decisions with pensions and investments

    • put structure around their finances so everything feels more in control

    You don’t need to be an expert in money — that’s what I’m here for. My job is to guide you through the complexity so you can focus on the life you’re building.

  • My planning style is:

    • Straight-talking — I tell you what you need to know, not what you want to hear

    • Practical — real steps, real plans, real outcomes

    • Structured — clear processes that make everything easy to follow

    • Client-first — it’s your plan, your pace, your goals

    Every recommendation I make is built around what matters most to you: your lifestyle, your family and your future.

  • I’ve watched people I care about struggle because they didn’t have the support or clarity they needed when life took an unexpected turn. Those moments stay with you.

    Finance is often seen as cold or complicated, but to me it’s the opposite — it’s personal. It’s about protecting families, creating choices, and giving people the confidence to move forward no matter what happens.

    I do this because I want people to feel secure, supported, and in control of their future. Helping someone go from overwhelmed to empowered is why this work matters to me.

  • When I’m not working with clients, you’ll usually find me training, cycling or pushing myself to develop discipline and resilience — the same qualities I bring to my work. I believe that building strong habits leads to strong results, in fitness and in finances.