Andrew provides financial advice to many long term clients and their families and friends. His goal is to help his clients build their wealth, protect that wealth and their families, retire on their terms and then pass on as much of their wealth to loved ones as possible. Advising on Investment and Retirement Planning, Protection and Estate Planning he has over 20 years industry experience. He has maintained many individual client relationships for over 10 years.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
A martial artist and keen sportsman. His personal mantra “Live in the present, learn from the past and plan for the future”
In Andrew’s spare time, he enjoys Kickboxing, 5 a side football and watching most sports. A fun fact about Andrew is that he is trying to play a golf course starting with each letter of the alphabet. He has only J, X and Z to go!