Andrew O’Byrne

Certified Financial Planner™

andrew.obyrne@colfinancial.co.uk

01908 062448

Important details

Qualifications FCA Register

Trusts are not regulated by the Financial Conduct Authority.

On the job

Andrew focuses on helping families make confident, well-informed financial decisions. He uses his extensive experience in equity research, supporting fund managers for major institutions, and managing discretionary equity portfolios for some of the world’s wealthiest families, gained from over 20 years in the profession, to guide clients through areas such as tax mitigation, trusts, and long-term planning.

He continues to take an active interest in crafting thoughtful, evidence-based investment strategies for Collective’s clients.

Spotlight questions

My proudest moment as a financial planner was:

Helping a new divorcee who was couch surfing get a new home by using her tax-free cash.

The three things I love most about my job are:

Helping people make those big decisions, like early retirement, being one of the first people clients contact when there is a big life event, meeting new people and listening to their stories.

If you could have dinner with any historical figure, who would it be?

Jesus Christ, just in case we run out of wine.

If you could master any skill instantly, what would it be?

I’d like to be a fine artist, so I can leave a legacy.

What’s a destination still on your bucket list?

Athens. Over the last couple of years I have visited Egypt and Rome and I am fascinated by places with a rich history.

What’s a film or TV series you never get tired of watching?

Only Fools and Horses

What’s a fun fact about you that surprises people?

In 2015, I achieved my New Year’s resolution of swimming 300km throughout the year – the distance from London to Preston. Since then, I’ve failed to uphold any further resolutions.

Your team

The people behind your financial journey

We’re a team of professionals with unique experiences and specialities, which collectively allow us to deliver a truly holistic service. Whether we're working behind the scenes or discussing financial planning or mortgages with you, we're each committed to putting you in control of your financial future.

Meet your team