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Andrew Race

Financial Planning Consultant DipPFS,CeMAP® in Bishop

A little bit about Andrew

I am a fully qualified financial planner with particular expertise in retirement planning mortgages and protection areas. I will use my extensive knowledge, experience and expertise to help you plan for the future and every step in between. I believe in building strong client relationships for the long term and making sure client’s needs are at the forefront of any advice. You will receive tailored personal advice and a fast efficient service. I am based in the north east of England and able to meet clients throughout the region.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Mortgage

First time buyers, remortgages, buy-to-let.

General Insurance

Home contents insurance, buildings insurance.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Diploma in Financial Planning

  • The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.

CeMAP Diploma - Level 4

  • The CeMAP Diploma elevates expertise and knowledge in mortgage advice.

Andrew's location

Bishop Auckland
DL14
United Kingdom

Andrew is located in Bishop and offers expert financial advice to suit your needs.

I am able to provide advice in the following areas:

  • Personal Pension
  • Retirement planning
  • Pensions in Divorce
  • Tax-efficient savings & investments
  • Tax and Trust Planning
  • Life/Health/Business Protection
  • Mortgages 

Outside of work I am a keen gym goer and passionate about health and fitness.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.