The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Andy Bailey

Platform Relationship Manager

Andy joined us in 2023 as a Platform Relationship Manager and works with our dedicated business development team, offering support to financial advisers using our technology to create or improve their own Centralised Investment and Retirement Propositions.

He has over 30 years of industry experience within a Cardiff-based Financial Planning firm, James Hay, Elevate and Parmenion. Over the last two decades he focused on Wrap Platforms following a period as a Pensions Manager, an area that remains a passion.

Andy is known for his consultative approach to guiding professionals through the complex landscapes of regulation, investment, and technology. He aims to use this experience and understanding to help partner firms enhance their efficiency and deliver outstanding outcomes for their clients.
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