Andrew Roberts

independent financial advisor

professionally

Andrew is one of our financial advisors. Having originally joined CMS in 2021 to provide mortgage & protection advice, Andrew has since qualified as a financial planning adviser.

 

Day to day, Andrew spends time meeting with new and existing clients, advising on their financial affairs. This typically involves ensuring the ongoing suitability of investments and building and maintaining client relationships.

personally

When not at work, Andrew prioritises spending quality time with his family, often embarking on long walks with their beloved dog.

He also cultivates a passion for music, diligently expanding his record collection. Additionally, Andrew is an avid football enthusiast, both watching and playing, and proudly supports Fulham FC.

Andrew in the spotlight

The three people at my dream dinner party would be:

Bob Dylan, Prince Harry, and Diego Maradona

My favourite song to play in the car is:

‘Road to Nowhere’ by Talking Heads

The three qualities that draw me to new people are:

Sense of humour, honesty, and down to earth

cms wealth
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