Andrew joined Asset Management Financial Advisers as a director in 2010. He is now one of three shareholding directors following an internal buy out process.

Asset Management Financial Advisers (AMFA) was set up nearly 30 years ago by Dick Carne and we were one of the original IFA founders of the Nucleus platform. Up to and during 2014 we had many discussions between the directors about the best way for director shareholders to take their value and exit the business as they approached retirement.

Of the six directors in the company Dick Carne, Roger Badley and Peter Davis, were all turning 60+ and there’d been some discussions for a while at board meetings about what their ideal exit plans were and how to go about it.