Who We Are

Bonham Financial Planners are Independent Financial Advisors the two partners are Scott Anderson and Andrew Hulmes who have combined, over 50 years experience in the financial services industry and have gained a great deal of knowledge and experience in providing financial plans and solutions to meet client objectives.

SCOTT ANDERSON

DIP PFS

Scott

 

Scott has 28 years experience in the Financial Services sector, the last 15 as an Independent Financial Adviser having previously worked for major insurance companies AXA and AEGON. Specialising in pensions and inheritance tax planning Scott has broad knowledge in all financial planning areas and is currently studying for Chartered Status. Outside of work having played rugby at Sandbach for 18 years Scott can now only undertake activities at walking pace, if not out with his wife hill walking he can be found meandering in the rough at Astbury Golf Club.

ANDREW HULMES

APFS IMC

Andy

 

Andrew has a wide level of experience having worked in Financial Services for 30 years He has worked with individuals and businesses giving financial advice on pensions, investments and inheritance tax planning, as well as arranging individual and business protection. Andrew has built long term relationships with both personal and corporate clients. He has advised individuals and businesses that are accumulating wealth and people at retirement who wish to use the wealth they have accumulated to enjoy retirement in a tax efficient way. Andrew has continued to develop his knowledge and experience through examination and has have been awarded the highest level of qualification as a ‘Chartered Financial Planner’ through the Personal Finance Society. When Andrew is not working he spends time with his wife and their two children and come weekends can be found in his overalls enjoying a bit of hobby farming.

By continuing to use the site, you agree to the use of cookies. More information.