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.
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.