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

Andrew Street Wealth Management Ltd

Andrew Street

DipPFS
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.

About

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. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Andrew Street

7 Falkland Road, Wash Common, Newbury, RG14 6NY

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.
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 and his team.
Michael Pitfield | Business Advisor, Windsor
Andrew has provided a professional and thorough service. He has given excellent advice. His integrity and communication has been first class. I would certainly recommend Andrew to others.
Neil Tune | HR Director, Bournemouth
Andrew has given me complete confidence in all my dealings with him from day one. I had been looking for an Adviser I felt I could trust with my financial planning and build a long term relationship with. The advice I have received has been clear, positive and the knowledge he has demonstrated together with regular updates he provides confirms I have made the right decision on who to work with.
Gary Buyers | Sales Manager, Oxford
Once again thank you Andrew for everything, I am very impressed with the paperwork and way it was presented, nice and easy to follow and understand. I am feeling very excited and relaxed, here's to a great and wealthy future.
Name Supplied | Retired, Thatcham

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 Street Wealth Management Ltd is registered in England and Wales, Number 9982378. Registered Office: 2 Old Bath Road, Newbury, Berkshire, RG14 1QL.
Andrew Street
Andrew Street Wealth Management Ltd