Andy Cole Financial Planning Limited

About Us

Our Company

Bio

Andy Cole Financial Planning is a local company with a number of experienced Financial Advisers situated across Dorset. As a Member of The Advice Partnership from Prudential, they have over 40 years of combined experienced within the Financial Services industry.

Andy Cole Financial Planning helps people achieve financial security by providing expert advice and support across all areas of financial planning, including retirement, investments, and estate planning. The team take pride in providing investment solutions to meet their individual clients’ needs, following a rigorous assessment of each client’s financial circumstances.

Quite simply, Andy Cole Financial Planning provides comprehensive, personal and expert advice.

Meet the team:

Andy Cole
Louis Loveless

Andy is an experienced Financial Adviser with a Diploma in Financial Planning and over 30 years within the financial industry.

After three years as a Financial Adviser with Prudential Financial Planning, Andy was delighted to establish his own financial advice business, Andy Cole Financial Planning, as a Member of The Advice Partnership from Prudential.

Andy has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Andy takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Andy provides sound, personal and expert advice.

Qualifications: DipPFS

In his spare time, Andy likes walking, DIY and spending time with his family.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Prior to working alongside Andy, Louis enjoyed working at Nationwide Building Society. Most recently, he spent four years at Lloyds Bank where he became an experienced Mortgage & Protection Adviser, with the aim of helping customers navigate one of the biggest financial decisions of their lives. Louis prides himself on building lifelong relationships with his clients by providing the best possible service, whilst helping them to achieve their financial goals.

Away from helping his clients plan for their future, Louis enjoys – watching and playing sport, time with his family and travel.

Qualifications: DipPFS, CeMAP, CeRER, BA (Hons)

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.