ontrak

I’m Andrew Peirson. Having spent ten fun years in the wine trade, in 2006, I started to develop a strong interest in managing my own financial affairs and found it to be quite a ‘minefield’. This interest grew and grew and I decided that I wanted to pursue a career helping other people make sense of it all as well.

Andrew PeirsonSo I resigned from my position in the wine industry, started taking the exams and secured in early 2007 a position with a firm in London as a trainee financial adviser. The penny really dropped for me in the Spring of 2008 when I attended a workshop which was all about delivering a service which completely revolves around helping clients to achieve and maintain the lifestyle they want.

Since then my purpose has been to work on my life and hone my financial planning skills to deliver a service that will make a real difference to my client’s lives.

As I wanted to work with client’s closer to my home in rural Essex, I joined HLS Financial Planning in 2009 where I started to deliver the service I provide today: Lifestyle Financial Planning. During my time at HLS, I continued my studies and gained higher level professional qualifications.

In 2013 I realised one of my aspirations by setting up ontrak Financial Planning. This has enabled me to design a service around helping client’s have more time and freedom to do the things they want to do, giving them peace of mind and confidence their financial affairs are being well managed.

When not doing this, I spend time having fun with my wife Jo, and four children (as well as being a taxi driver!). The trak of ontrak comes from the first letter of each of our children’s names: Tom, Rosie, Alex & Katie.

I play a variety of sports including rugby for Saffron Walden Rugby Club and cricket for Great Canfield. I also coach mini rugby which I enjoy immensely.

When all that is done I enjoy relaxing with Jo with something interesting in my glass!

Please call if you think I can help you.

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