Having worked for over 30 years in the Financial Services Industry I have developed an in depth knowledge and a wide range of expertise in Retirement planning, Investment planning and Protection planning helping to provide advice to families and businesses. My service involves working closely with my clients and taking the time to discuss and understand their needs in order to build a trusted and long term relationship giving them confidence of knowing the advice I provide is both professional and tailored to their specific financial requirements and objectives.
As a Partner Practice of St. James's Place Wealth Management, our focus is to provide a tailored and individual service to help our clients achieve and maintain their financial security.
We understand that planning for a secure future whether for yourself, your family or your business, can involve some of the most important and challenging decisions you will have to make. Sometimes, these important plans do not get the attention they may require and in many cases get “put off” all together. Working with an experienced, qualified and knowledgeable adviser is the key to building a long term successful financial plan. We insist on working face-to-face with all of our clients, which enable us to get to know them on a personal level and understand their current situation in detail. This ultimately enables us to offer them the assistance to plan and achieve their short, medium and long term financial goals.
When your circumstances change, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial. A core part of the services we provide is to regularly review your financial situation to take advantage of any developments in legislation and tax law.
Working closely with all of our clients is important to us, which results in a relationship built on trust and a real in-depth understanding of their personal finances. This ensures that we are able to provide the specific advice that is required, when it is required. We appreciate that every individual client is unique, which is why we will tailor the services and recommendations that we make, specifically to each individual case.
We offer services from pension planning to key person assurance and portfolio management. With offices in Newbury Berkshire, we are able to provide advice to clients across the South of England.
We offer an excellent wealth management service which will help you achieve your goals
Andy provides a highly professional, enthusiastic and friendly service. He always listens carefully to my needs and recommends excellent solutions. Importantly he does not ‘sell’, he provides solutions. Andy always responds speedily and efficiently to my requests. I am very happy to recommend Andy a...
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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.
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.