Andrew Williamson

What is your average day like:‍

I like to start my day early, getting into the office first to enjoy breakfast before diving into work. My happiest moments are spent with clients, helping them build a plan to achieve their goals. I enjoy really getting to know clients on a personal level, and nothing beats the satisfaction of seeing their confidence grow. My day is a mix of meetings, calls, and strategy sessions - anything that allows me to support clients and make a real difference keeps me motivated.

What do you like most about your job?

The best part of my job is helping people achieve their financial goals and ensuring their money is working as hard as possible. I love giving clients peace of mind, knowing they can focus on life without worrying about their finances. There’s nothing more rewarding than seeing that my clients are confident about the future we’ve planned together.

How long have you worked in Financial Services

I’ve been in financial services for 30 years, starting in banking but always providing holistic advice. Over the decades, I’ve gained extensive experience helping clients navigate every stage of their financial journey.

Meet with Andrew

What Andrew's Clients Have to Say

Vicki

Andrew has advised us for the last 6 years and always gives us very measured information and guidance to help us make the most of our financial position.

Alison

A great service from a very professional, friendly team, always ready to answer questions and provide advice and information to meet all your financial and investment needs. Would recommend to anyone

James

Andrew listened to our needs as a family and as a couple planning for our retirement and the lifestyle we want as we head towards retirement and beyond. There was no judgement just helpful advice.

David

I have every confidence that future planning will only ever be aided by having this relationship

James

We have been very happy and we like receiving the regular reports and bulletins.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

Andrew is Co-founder and Director at Capstone Financial, brining over 30 years of experience in financial services. He holds the prestigious Chartered Associate status - the gold standard for financial advisers.

Andrew provides comprehensive advice across all areas of financial planning, including investment planning, retirement planning, and inheritance tax planning. He works closely with business owners and senior executives, helping them develop structured financial plans that align with their individual goals and objectives, providing clarity, confidence, and long-term financial security.

He takes pride in building trusted, long-term relationships with his clients, understanding their unique circumstances, and helping turn their financial aspirations into reality. Andrew’s approach is personal, practical, and focused on guiding clients with confidence at every stage of the financial journey.

Outside of work, Andrew enjoys taking long walks in the Peak District with family and friends - a perfect way to unwind and recharge.