Andy Cruse
I am extremely pleased to hold the Chartered Planner Qualification, the most widely accepted ‘gold standard’ qualification available for professional Financial Planners/Advisers in the United Kingdom and universally regarded as the premier qualification for those working in the Financial Industry. I am also honoured to hold the FPFS (Fellow of The Personal Finance Society), one of the most prestigious titles in UK Financial Planning and the highest designation awarded by the PFS. I have also completed a Master's Degree, with a Merit, in Wealth Management, at the University of Loughborough in 2018. This has been the proudest moment in my career to date.
About
After completing my degree at Stirling University in 1998, I began my financial career with Alliance & Leicester, moving to Halifax Financial Services in 2003. I then progressed into Wealth Management with the Bank of Scotland where I remained for a period of six years until I was invited to join St. James's Place as a Partner Practice in 2010.
I like to be honest, professional and transparent with all my clients and I believe in building strong, long-term relationships and conducting regular reviews to take account of any change in circumstances. The volume of referrals I receive each year, both from my clients and professional connections in the local area, is testament to the success of this approach.
When not working, I enjoy spending time with my wife, Lynne and three children, Kaila, Andrew and Finn, who keep me busy as well as entertained. I am proud to coach my oldest son’s local football team whose results tend to make or break my Saturday night! I am also a keen amateur musician and enjoy singing along to my guitar, usually with a nice glass of red wine!
Addresses
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.
