I joined St. James's Place, formally known as J. Rothschild Assurance, in 1998 and was invited to become a Partner Practice in 2007. Over the many years I have spent in the financial services industry I have developed a realisation that many clients, although being successful in their own right, find themselves in a situation where they do not have sufficient time or expertise to focus upon their finances.
My aim is to provide a highly-professional service of distinct quality and integrity that always puts the interests of my clients first. I focus upon maintaining long-term, trusted relationships, which in turn gives both private and corporate clients financial peace of mind.
Specialising in the areas of Investment, Retirement, Protection, and Inheritance Tax Planning, I can provide reliable and expert advice for individuals and businesses seeking to achieve three principal financial objectives:
Please take a moment to look through this website where you will find my overall wealth management services and expertise explained. I very much look forward to building a professional and valuable relationship with you in the future.
Andrew’s approach is open, friendly and attentive to our needs. He has treated us as if we were his only and most important clients. His advice has always been sound, carefully considered, using the skills of colleagues when it was needed. He makes us feel that our investment is secure and being han...
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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.