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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 if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

An adviser’s insight

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

Services

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.

Qualifications

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.

Location

Andrew's location

Bishop Auckland
DL14
United Kingdom

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

More about me

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.