David and I founded Andrew David Associates in 2008 with the direct involvement of Caroline, Andrea and my Father Don. All of us having previously worked at the Portman Building Society – some of us as far back as 1996.

We wanted to create a business that would treat our clients as if they were our Mother, Brother, Father or Sister – a standard that we’ve tried to maintain throughout.

Using these standards our business has grown and the relationships that we have nurtured with our clients have been a key factor.

We now manage approaching £200 million of funds under management and provide a service delivery where every adviser is Chartered and providing a very high degree of technical expertise for the clients we serve.

Those early standards that we instilled into the business remain as strong as ever, and we hope when you look at us, you will see the intimacy of a small family business, but with the resources of a global asset manager.

This year we have seen continued growth and having recently brought in Daniel as an Apprentice Adviser, as well as Jo, as a Financial Planning Administrator, we are now about to bring in additional members to support our client offer.

In an environment where technology and change are abundant – we do our best to maintain traditional client relationships – knowing our clients and understanding their needs, are at the centre of what we do.