ANDREW JONES – GROUP TECHNICAL & COMPLIANCE DIRECTOR

Andrew joined the business in December 2012 as Compliance & Practice Manager, and in June 2015,  became Group Technical & Compliance Director. Andrew has vast industry experience – having worked both for provider, National Mutual for many years as well as within the intermediary market place mainly fulfilling compliance management roles in the most recent past. Andrew holds Chartered IFA status

Andrew joins the acquisition process at very early stage. His main responsibilities involve ensuring that the practice being considered, will fit with EFG, in both the short and longer term. Andrew is responsible for coordinating due diligence, and directly manages compliance and corporate due diligence. Reflecting his experience and knowledge, very often this process is passed through very quickly, resulting in quick decision making to offer stage with consistent heads and contracts that fully reflect the earlier discussions.

In his spare time Andrew likes nothing more to don his ‘Simon Templar look’  and drive off to car rallies around the country in his classic   ‘Saint ‘ Volvo P1800.