Andy has a wealth of experience working in the financial sector and he is truly passionate about what he does. Andy focuses on each clients specific financial needs to advise them on how best to achieve their goals. He has also spent a great deal of time working with those in the armed forces on all aspects of financial advice.
Andy’s career in Financial Services began with NatWest in 1982. After various management roles he moved in 1998 to help set up a new office for the Private Financial Planning arm of the Prudential in Oxford, becoming their top consultant. After some time advising clients in the specialist area of planning for Independent School fees and University costs, he was invited to join St. James’s Place Wealth Management in 2005. A member of the Personal Finance Society and the Chartered Insurance Institute, he is also qualified in the Financial Planning Certificate and hold an Advanced paper in Holistic Financial Planning.
Call 01252 846688 or email firstname.lastname@example.org