A Partner Practice of St. James's Place Wealth Management

Andrew Daldry Wealth Management Ltd

Andrew Daldry

DipPFS
I look after Private Clients, Business Owners, Trustees and Charities and pride myself on basing my advice on my strong ethical and moral values and a desire to genuinely look after people and help them understand complex financial planning matters in a simple and pragmatic fashion.

About

Andrew Daldry is Founder and owner of Andrew Daldry Wealth Management Ltd and is responsible for meeting with clients and providing Wealth Management advice.

Andrew has worked in Financial Services for over 17 years in which time he has undertaken a significant number of qualifications,. He is currently studying towards becoming a Chartered Financial Planner, which is one of the highest external qualifications in his field.

Prior to being invited to join the prestigious St. James's Place Wealth Management, Andrew had a successful career working for Bradford & Bingley and Skipton Building Society for several years.

Andrew and his colleagues at Andrew Daldry Wealth Management Ltd aim to provide a continuing long standing service to their clients that is becoming increasingly more difficult to obtain in High Street Banks and Building Societies. Through being a Partner Practice of St. James's Place, Andrew has the support required to allow him to fully dedicate his attentions to his clients' needs.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Andrew Daldry

Suite 2 Beech House, 1 Cambridge Road, Hale, Cheshire, WA15 9SY

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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.

Andrew Daldry Wealth Management Ltd is registered in England and Wales, Number 08787975. Registered Office: Suite 3 Beech House, 1 Cambridge Road, Hale, Cheshire, WA15 9SY.
Andrew Daldry
Andrew Daldry Wealth Management Ltd