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01799 584484


When do you want to retire and how much income will you need?

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How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Are you making the best use of any spare capital or surplus income?

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Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Frank Banks-Seeney
Frank Banks-Seeney, Director
Tel. 01799 584484, Email.
Frank Banks-Seeney BSc (Hons) Dip PFS Certs CII (MP&ER)
Frank joined Andrew Cohen IFA in 2001 having been an adviser and manager for a major national insurance company for three years. In 2003 Frank took over the business from Andrew and it became Andrew Cohen Associates Limited. As the proprietor of the company, Frank has overseen the expansion of the business and was instrumental in the seamless transition to a fee only basis for investment and pension advice.
Frank’s priority is to continue to provide advice to clients in all aspects of financial planning whilst remaining responsible for the day to day running of the business.
Andrew Cohen
Andrew Cohen, Chartered Financial Planner
Tel. 01799 584484, Email.
Andrew has been an adviser since 1981 and has always placed the highest priority on personal service to clients. This has been the philosophy of the firm ever since. He was among the first group of 300 UK financial advisers to become ‘Chartered’ in 2005due to his high level of qualifications. Specialising in Investment, Pension (pre-and post-retirement), trusts and Inheritance tax planning. Andrew has also been recognised by the Universities Superannuation Scheme (USS) and they have authorized him to advise University members. Andrew has been advising senior members of Cambridge University since 1983.
Bruce Clark
Bruce Clark, Chartered Financial Planner
Tel. 01799 584484, Email.
Bruce joined the company in 2012. He is a Chartered Financial Planner and has been an IFA for 15 years. He specializes in pre and post retirement planning, investments and Inheritance Tax planning. Bruce lives in Cambridge and advises clients throughout East Anglia.
Richard Shepherd
Richard Shepherd, Adviser
Tel. 01799 584484, Email.
Richard has been involved in the Financial Services Industry since 1972, initially in branch banking and then as a financial planner in 1988. Richard specialises in pension planning in the pre-and post-retirement and investment markets.
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Clare Flynn, PA/Administrator
Tel. 01799 584484, Email.
Clare has worked in the financial services industry since 1986 in the corporate and independent sector, as an Administrator/PA. Clare joined Andrew Cohen Associates Ltd in 2004 and provides administrative support to Frank and Richard.
Donna Neville
Donna Neville, PA/Administration
Tel. 01799 584484, Email.
Donna has worked as an administrator since 2000. Although new to the financial services sector, her husband has been in the industry for over 30 years. Donna has just joined Andrew Cohen Associates Ltd as PA/Administrator who provides support to Andrew and Bruce.
Keith Neville
Keith Neville, Client Data Manager
Tel. 01799 584484, Email.
Keith joined the industry in 1979 having worked for Prudential and Aviva as a Senior IFA Consultant. He brings a wealth of experience in the pension, investment, protection and tax /trusts planning markets. Keith’s role in the company is to assist all of the advisers with their research and due diligence of the products recommend. He also heads the Investment Committee with Andrew for the research into our clients recommended fund panel.
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Simon Shepherd, Paraplanner
Tel. 01799 584484, Email.
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