Business Details
32 Years
experience
Trusted Financial Advisers in Stratford upon Avon
Established in 1994 by Andy Maher and David Brownsword, MaherBrownsword has evolved from a small partnership into a respected financial advisory firm serving individuals and businesses across the UK and internationally. Our team combines decades of industry experience with a commitment to tailored financial solutions, specialising in pension consolidation, investment strategies, estate planning, and protection advice. We prioritise client relationships, ensuring each recommendation aligns with personal goals and circumstances.Our approach integrates innovative technology with traditional values of trust and transparency, supported by our regulation under the Financial Conduct Authority. With offices in Stratford upon Avon, we blend local expertise with global perspectives, offering comprehensive financial guidance designed to reduce stress and empower clients to achieve long-term security and peace of mind.
Services
Investments
Pensions Guidance
Estate Planning
Income Protection
Critical Illness Cover
Details
- Year established: 1994
Highlights and features
- We have over 30 years of combined experience in financial advisory services.
- Our advice is tailored to individual client needs and circumstances.
- Regulated by the Financial Conduct Authority for client protection.
- Clients praise our long-term commitment and transparent communication.
- We integrate innovative technology with traditional financial expertise.
Associations and certifications
- Financial Conduct Authority
What people say
Fantastic service
Outstanding advice
Trustworthy team
Peace of mind
Long-term support
Services
Investments
We design bespoke investment strategies to grow client wealth, balancing risk and return. Our expertise includes mainstream investments and ethical options, ensuring alignment with client values and financial goals through continuous portfolio review.
Pensions Guidance
Our pension consolidation and planning services simplify complex retirement needs. We help clients maximise their pension pots, navigate tax implications, and create sustainable income streams for a secure retirement tailored to individual circumstances.
Estate Planning
We provide comprehensive estate planning to protect assets and ensure smooth wealth transfer. Services include wills, trusts, and inheritance tax planning, supported by our sister company Tomolly, to safeguard client legacies efficiently.
Income Protection
Our income protection policies ensure financial stability during unforeseen circumstances. We offer tailored solutions to replace lost income due to illness or disability, providing peace of mind and maintaining clients' quality of life.
Critical Illness Cover
We provide critical illness cover to offer financial support in case of severe health issues. This service ensures lump-sum payouts for conditions like cancer or heart disease, helping clients manage medical and living expenses during recovery.
People
Andy Maher
Company Director
Andy Maher, a qualified financial planner, founded MaherBrownsword in 1994. With a background in education and sports coaching, he combines passion for client care with innovative financial strategies, focusing on ethical investing and technology-driven solutions.
Joan Evans
Financial Planner
Joan Evans transitioned from engineering and HR to financial planning, bringing analytical precision to client advice. She specialises in cashflow modelling and system innovation, ensuring technology enhances client experiences while managing daily financial needs.
Sarah Robertson
Client Liaison Officer
Sarah Robertson coordinates client interactions and estate planning services. With experience in hospitality and education, she ensures smooth administrative processes and supports clients through complex legal and financial matters with empathy and efficiency.
Chris Welford-Thompson
Mortgage & Investment Administrator
Chris Welford-Thompson joined in 2023, offering client care expertise from diverse sectors. He manages mortgage and investment administration, combining communication skills with a passion for history and languages to support client financial goals.
Questions
What services does MaherBrownsword offer?
We provide pensions, investments, estate planning, income protection, and critical illness cover. Our advice is tailored to individual financial goals and circumstances.
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the FCA, ensuring adherence to strict standards for client protection and professional conduct.
How do you charge for your services?
Our fee structure is transparent and discussed during initial consultations. Costs depend on the complexity of advice and services required, with no hidden charges.
