Andrew Winstanley

Founder and Chartered Financial Planner
Reviews and Ratings for Financial adviser Andrew Winstanley, Cheadle

9-5

Andrew is a Chartered financial planner with more than 20 years’ experience spanning major banks and independent advice firms.

In his day-to-day role, he works closely with clients approaching or entering retirement, specialising in retirement planning, pensions, investments and estate planning.

Accredited by the Chartered Insurance Institute, the Personal Finance Society and the Society of Later Life Advisers, Andrew maintains professional standards and keeps his expertise current, so clients can feel well supported in their financial decisions.

5-9

When he’s not with clients, Andrew is often out running, hiking local hills or watching his children’s football matches.

Weekends tend to revolve around fresh air, family time and good food, with Anglesey a favourite for family getaways (in spite of the rain!).

Sense Network

Being part of the Sense Network connects Andrew to a community of trusted, independent financial advisers. This gives clients access to additional expertise and resources while supporting robust, professional advice and providing reassurance that guidance is informed by a wider network of experienced practitioners.

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Frances Veltkamp profile picture
Frances Veltkamp
1 days ago
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Andrew is very approachable and accomodating.He is thorough in his assessment and recommendations . He gives understandable and comprehensive explanations and is always happy to answer further questions . Highly recommended !
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Janet Davidson profile picture
Janet Davidson
6 days ago
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Both my husband and I use Andrew for financial planning. Advice is clear, questions are welcomed and are thoroughly answered in terms we can understand. Our differing approaches to financial risk are considered, and are respected in our individual plans which are regularly reviewed.
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Neil Davidson profile picture
Neil Davidson
6 days ago
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Great advice and help managing my pensions and savings. My only regret is that I didn't seek Andrew's advice 10 years earlier!
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Con R profile picture
Con R
414 days ago
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I engaged Andrew’s services for around 8 months in 2022 he helped me make tax efficient decisions and set me on a path to improve my overall financial position and plan for retirement, there was no problem when I decided to go it alone and would use Andrew’s services again when required when I am at another crossroads.
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Mark Fosberg profile picture
Mark Fosberg
487 days ago
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I've had Andrew as my financial advisor for quite a few years, he really understands what my requirements are and makes sure he tailors my products accordingly. He explains everything clearly and has brilliant knowledge of products and how they can be used. I would highly recommend Andrew, I wouldn't want to use any other financial advisor.
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Erehwon profile picture
Erehwon
616 days ago
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Andrew is extremely professional and well-informed. I found him via reviews and have never regretted the choice for what has been a complicated setting up of a post-divorce annuity. He came twice to the house for meetings which was much appreciated. He is patient, emotionally-intelligent and never pushy; he thinks about what is best for the client. He sources excellent products, explains his thinking; he follows up, is pro-active. While being clear, concise and in control he is always warm and friendly. I appreciated the fact he was prompt to answer queries and also nudged us to complete paperwork, etc. Totally to be recommended.
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Simon Bradley profile picture
Simon Bradley
691 days ago
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Andrew has looked after our financial planning for the past couple of years. Throughout this time we have found him to be proactive and responsive. He is the first financial advisor who has taken the time to really understand our situation and encouraged us to work out what our true priorities are regarding retirement plans, inheritance and insurance.
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Martin Hardwick profile picture
Martin Hardwick
826 days ago
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Attentive and professional service with excellent attention to detail
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Nick Brickland profile picture
Nick Brickland
861 days ago
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Great advisor, super clear and easy to understand financial advice.
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Victoria Verde profile picture
Victoria Verde
951 days ago
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I had the pleasure of meeting with the incredibly professional financial broker who not only brought a wealth of knowledge to the table but also an exceptional level of courtesy and professionalism. His visit to my home was marked by genuine generosity with his time, as he patiently explained every facet of his offerings, answering all my questions with precision and clarity. Beyond his expertise, what truly stood out was his ability to impart valuable insights and pointers, tailored to my financial needs and aspirations. Engaging and personable, he made complex financial concepts accessible and left me feeling empowered and confident in navigating my financial future. If you're seeking a broker who combines expertise with warmth and generosity, look no further!
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Gary Higginbotham profile picture
Gary Higginbotham
965 days ago
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Really appreciated Andrew helping and pointing me in the right direction regarding my parents finances.
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Jennifer Wild profile picture
Jennifer Wild
1139 days ago
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Always happy to see Andy. Warm, friendly but very professional. He has helped me enormously by simplifying and helping’ me to understand and make sense of my investments along with some sound advice. Sustainable Financial Planning comes highly recommended by me. Jennifer Wild
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Taylor Evans profile picture
Taylor Evans
1239 days ago
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Andrew at SFP was recommended to us by a friend and has been very helpful to us as first time buyers each step of the way. He was always at the end of the phone when we had any questions and gave valuable advice. We would also recommend him to anyone in a similar position as ourselves.
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gerry smith profile picture
gerry smith
1269 days ago
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An excellent and very professional financial service, unhurried and comprehensive advice given with clear explanations of all matters recommended and discussed.
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Keith Barratt profile picture
Keith Barratt
1286 days ago
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I have always found Andrew Winstanley of Sustainable Financial Planning to be very understanding of my situation as well as the targets I want to achieve from my investments. This results in Andrew being able to formulate and then clearly explain the strategy he recommends to achieve those targets which in turn allows me to make informed decisions on how to invest for my future.
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Elizabeth profile picture
Elizabeth
1304 days ago
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Andrew Winstanley has made a significant positive difference to our financial position and planning. He is clear, proactive and prompt in his approach. He listens carefully to our goals and has helped us achieve them. He has a strong commercial background which informs his work in a positive sense. He’s also a delightful person to deal with. I would highly recommend him.
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Keith Cocker profile picture
Keith Cocker
1304 days ago
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I highly value the advice my wife and I receive from Andrew Winstanley of Sustainable Financial Planning. Andrew is a consummate professional combining technical and business expertise with personal insight and understanding of our motivators and needs. He has a dual focus on the immediate and the long term and is proactive and creative. He is a delightful man and a pleasure to work with. He has built on what has been done already to provide us with a sound retirement plan. Highly recommended.
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Katie Mac profile picture
Katie Mac
1305 days ago
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Andrew gave me really excellent financial advice that I wish I had sought 20 years ago. He is incredibly knowledgeable and makes finance easy to understand.
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Timothy Wilson profile picture
Timothy Wilson
1366 days ago
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Clear communication outlining all options, responded quickly to initial and follow up queries, transparent about fees and overall happy with option chosen.
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Ian WOLSTENHOLME profile picture
Ian WOLSTENHOLME
1407 days ago
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Excellent service Very clear information provided With a full easy to understand explanation of what it means for me I would highly recommend
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Jenna profile picture
Jenna
1412 days ago
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I wanted a mortgage with the best possible rate, and to understand how much I would be able to borrow to buy a new property. Andrew at SFP has been there every step of the way through the mortgage process, providing me advice and support. He is always at the end of an email or phone call any time I need him. We have been able to secure a fantastic rate just as the rates were going up, and I can’t thank him enough for this. I would 100% recommended him to anyone I know needing a mortgage or anything else. Andrew’s services are far better than any mortgage advisor I have used before.
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Andy Bradley profile picture
Andy Bradley
1416 days ago
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We chose to use SFP through recommendation and were utterly impressed from start to finish. Andy’s industry knowledge and his inclination to not obfuscate the process meant we felt in control of our decisions throughout and his personal approach truly made us feel valued. The ease and speed in which he answered our queries was exemplary and we really felt like we could rely on him in what formed quite a complex transaction. We cannot recommend his services enough. Many Thanks.
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