Andrew Will
DipFA Certs CII (MP and ER)
I have over 21 years experience within the financial services sector and have worked for some of the most established and respected financial organisations across the UK.
I am based in the New Forest and provide bespoke financial planning advice to private and corporate clients throughout the UK to help meet their future aims and objectives.
About
My approach has always been to provide a trustworthy source of financial advice to individuals and business owners. I use all of my experience to offer my clients a holistic, personalised and friendly advice service that will be unique to their individual circumstances and their future aspirations and goals. My emphasis is on maintaining long term relationships with my clients and to provide them with a source of regular advice as their needs continue to evolve over time.
I am highly qualified and specialise in offering expert advice in a wide range of areas, including retirement planning, inheritance tax planning, investment planning, protection and mortgages.
Outside of work, I enjoy spending time with my family and leading an active lifestyle, which includes running, swimming and playing golf.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 24/05/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
