Andrew is an experienced advisor with a passion for creating and protecting his clients’ wealth. With a professional but relaxed manner that puts people at ease, Andrew has built and nurtured many long-lasting relationships in his career, which has lasted almost thirty years.

Andrew’s comprehensive approach with clients means he is always able to offer a bespoke and effective financial solution. This step-by-step approach includes:

►Understanding your goals by getting to know you and all the relevant information.
►In-depth analysis of your circumstances and aims.
►Designing and implementing a personalised, successful strategy.
►Regular reviews of your situation and changing circumstances.

With decades of experience as a financial advisor, Andrew is perfectly placed to offer truly helpful and effective advice to a range of clients. His list of clients includes:

> First-time buyers
> Property owners looking to remortgage or move
> Individuals looking to protect their loved ones or their income
> Those looking for help with financial planning for retirement

Andrew is always on the lookout for new clients seeking expert financial advice.

Outside of work, he is a dedicated father and an avid dog-walker.

David has been in the financial services industry for over three decades. As a fully qualified financial advisor with a vast wealth of experience, he is perfectly placed to offer advice in areas such as pensions and investments. Since founding Cross Point Financial, the practice has expanded, helping both individual and corporate clients achieve their financial goals.

Outside of work, David enjoys socialising with friends, spending time with his family, watching rugby, and golfing.

As the newest addition to the Cross Point team, Tasmin is looking to utilise her experience in management in helping clients achieve their financial goals.
Dedicated and passionate about financial advice, Tasmin’s goal is creating wealth for our clients, with a focus on quality customer service and support. Outside of work, she enjoys spending time with family, socialising with friends, and travelling.