Andrew Kilby

I have worked in Financial Services and Banking for the past 21 years in both client facing and managerial roles. I’m experienced in providing independent financial advice and wealth management solutions to both private and corporate clients and trustees.

My approach is always to step into to the client’s shoes and see their personal or business situation allowing me to have a good all-round understanding of what they are looking to achieve. I see this as being essential to put in place the most effective and personalised planning for each and every client. This approach and method to planning enables me to put a clear financial strategy in place and evolve it on an on-going basis as their career, business and family go through each stage of development.

I have enjoyed long term relationships with all of my clients and there is enormous trust and a good level of understanding between us. My team is also committed to understanding our clients and helping them achieve their objectives through developing long term trusted relationships.

As Managing Director of Armstrong Watson Financial Planning and Wealth Management, I’m responsible for the day-to-day strategic direction and management of our financial services business whilst maintaining the highest level of service and advice to our clients.

I have been based in Yorkshire for over 11 years and committed to developing our financial planning business and underpinning our accountancy services in Yorkshire; delivered through offices in Leeds, Skipton and Northallerton.

Whether you’re accumulating wealth, or have already built wealth, running or selling your own business, protecting your family or planning your retirement me and the team are here to help you with:

Personal Clients:

• Personal Investments
• Retirement Planning
• Retirement Options
• Personal & Family Protection
• Mortgage Advice
• Estate/Inheritance Tax Planning
• Long Term Care Planning

Business Clients:

• Business Investments
• Retirement Planning
• Key Person Protection
• Partner/Shareholder Protection
• Commercial Property Finance
• Employee Benefits

Contact details: andrew.kilby@armstrongwatson.co.uk