Andrew Lumley-Holmes (DipPFS, CPFA)

Andrew Lumley-Holmes (DipPFS, CPFA) is a financial services professional with over 20 years of experience in global private client advisory.23 He currently holds the position of Head of Growth at Fintuity, where he works as an Independent Financial Adviser (IFA).1

Professional Background

Andrew's expertise lies in helping individuals plan and implement their financial futures. He also assists financial advisers and advisory firms in future-proofing, growing, and automating their businesses.1

Areas of Expertise

Andrew has demonstrated knowledge in various financial topics, including:

1. Passive Income: He has written about the importance of creating passive income as a key to building wealth.2

2. Financial Independence: Andrew has shared insights on how professionals at various income levels can achieve financial independence.3

3. Investment Basics: He has authored articles explaining fundamental investment concepts, such as the definition and function of investment funds.4

4. Investment Diversification: Andrew has written about the importance of diversification in investment strategies.5

Qualifications

Andrew holds two professional qualifications:

• DipPFS (Diploma in Regulated Financial Planning)
• CPFA (Chartered Public Finance Accountant)

These qualifications underscore his expertise in financial planning and public finance accounting.

Through his LinkedIn articles and professional role, Andrew Lumley-Holmes demonstrates a commitment to educating individuals about financial planning, investment strategies, and wealth-building techniques.