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Andy Fitz

Financial Planner & Director

Cotswolds

07835 854540

Andy Fitz

Andy has 24 years of experience as an adviser, having previously enjoyed a successful career in retail and corporate banking. He specialises in core financial planning areas including wealth management, tax planning and retirement provision.

Andy is a member of both the Personal Finance Society and the Chartered Insurance Institute and is currently studying to attain the status of Chartered Financial Planner.

In his spare time Andy is a keen golfer and tennis player and is passionate about foreign travel. He also enjoys playing the guitar.

Oculus Wealth Management (Cotswolds)

Oculus Wealth Management (Cotswolds) Ltd is an appointed representative of Oculus Wealth Management, registered in England and Wales under company number 9747788 with its registered office at North Warehouse, Gloucester Docks, Gloucester, GL1 2EP and FCA register number 715603.

Oculus Wealth Management

Registered Office: Broadlands Business Campus, Langhurstwood Road, Horsham, West Sussex, England, RH12 4QP
 
Registered in England - Company Number 8589641
 
Oculus Wealth Management Ltd is authorised and regulated by the Financial Conduct Authorit
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