Andy has appeared in New Model Adviser in their ‘Top 35 Next Generation Advisers 2018’.
Andrew Willemite
Age: 27
Financial planner and head of investment research, Heron House Financial Management
As head of investment research, Andrew Willemite has chaired Newport-based Heron House’s investment committee meetings for the past year, while carrying out research on ethical investing.
Willemite can also use his investment knowledge in his training of new members of the technical support team who shadow him. They learn the firm’s back-office software, investment approach and suitability templates. He was involved with providing technical guidance to the BBC when it was looking into the British Steel Pension Scheme. This year Willemite also passed AF1 and AF5, and has started attending management meetings.
