about us our wealth planners andrew barr
Diploma in Financial Planning (DipPFS)
Pensions (G60)
Andy has 37 years of experience, 2 years with Succession helping clients invest in their future with quality wealth planning advice, using successful, straightforward and effective approaches to financial planning. Andy ran a wealth planning business, acquired by Succession in 2019, establishing the Bristol office.
"I have a keen interest in all competitive sport and outdoor activity. I'm married with a grown family and live near Bristol."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.