Andrew joined St. James's Place, formally known as J. Rothschild Assurance, in 1998 and was invited to become a Partner Practice in 2007.
With his considerable experience in the Financial Services industry, Andrew looks to provide his clients, both private and corporate, with a highly-professional service individually tailored to their needs. He is focused upon maintaining long-term, trusted relationships, to give his clients financial peace of mind in areas such as Investment, Retirement, Protection, and Inheritance Tax planning.
With many years of experience in Financial Services and Office Management, Kerry supports Andrew in her role as Practice Manager of Frazer Wealth Management, in particular with case work, communications a client support.
With a history in financial services administration and telecoms, Claire supports both Andrew and Kerry in her role as Practice Support Assistant, in particular with client servicing initiatives and communications.