Andrew is a highly experienced financial adviser and Director with over 30 years in the financial services industry. As Senior Partner, he is responsible for leading the strategic direction of the Practice while continuing to provide specialist, high-quality advice to clients.
Andrew has developed a particular expertise in advising medical and dental professionals, with a long-standing specialism in the NHS Pension Scheme. His in-depth knowledge and clear, practical approach have enabled many clients to make informed financial decisions, particularly in complex areas such as pension planning, Lifetime and Annual Allowances, and long-term wealth management.
Working closely with accountants and other professional connections, Andrew delivers tailored, holistic financial planning solutions designed around each client’s individual circumstances. He is committed to building long-term relationships, providing clarity and confidence through every stage of the financial planning journey.
As Director, Andrew oversees the ongoing development of the Practice, ensuring the highest standards of advice, client service, and regulatory compliance are maintained across the business.
Andrew is a member of the Personal Finance Society and the Chartered Insurance Institute, having qualified in 1996 and continuing to build on his extensive professional qualifications.
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.