Andrew Walters

I became a Trainee financial adviser back in 1987 with Allied Dunbar where I spent 7 years before buying my first IFA practice in 1994.

I have been an Independent Financial Planner ever since and have helped thousands of people achieve their financial goals over the years.
As one of the leading hands at Omega Wealth & Finance, I have helped build and develop the business into becoming a prominent independent firm in the North of England.

These days I tend to specialise in arranging and managing investments, helping clients to build their ‘pot’ for retirement and choosing the best options for their circumstances when they decide to retire. I do still deal with the industry staples of Life Insurance, Critical Illness cover and Income Protection and via my qualified colleagues, we can help you with: mortgages, re-mortgages, buy to let loans and lifetime loans (Equity Release).

Outside of the office, I enjoy travelling, cars, restoring vintage hi-fi equipment and playing music. I also enjoy various sports, including: Football, Rugby League & F1 – indeed, I have been fortunate to have attended a few Grand Prix races around the world.

Financial Qualifications & Expertise

Qualifications & Awards:

• Diploma in Regulated Financial Planning
• Financial Planning Certificate
• Advanced Financial Planning Certificates in Taxation & Trusts, Retirement Options & also Investment Options

Areas of Expertise:

• Arranging and Managing investments
• Pension Pot Accumulation
• Retirement Options