Senior Partner Practice of St. James's Place Wealth Management
Having worked in the financial services industry for over 17 years, Andrew has been awarded the prestigious title 'Chartered Associate'. Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Associate of the London Institute of Banking and Finance is highly qualified, experienced and committed to the highest professional and ethical standards.
Andrew’s experience means he is able to deliver financial advice on all areas of financial planning, including: investment planning, retirement planning and inheritance tax planning. He also works closely with a number of local businesses on all their financial requirements, such as corporate pension planning, mitigating tax liabilities and aspects of business exit strategy planning.
Andrew enjoys building long-term relationships with his clients and working closely with them to make their financial aspirations a reality.
Outside of work Andrew enjoys coaching his son’s football team and taking long walks through the Peak District with his family and friends.
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.
Capstone Financial is a trading name of Capstone Financial Management Ltd. Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.