0118 443 0107
Based in Reading
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2021
4.9 out of 5
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FCA Regulated
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 May 2025
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Andrew has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 18 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 07 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Andrew has not yet added their qualifications to their profile
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Checks carried out by VouchedFor
FCA Regulated
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 May 2025
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Andrew has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 18 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 07 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Andrew has not yet added their qualifications to their profile
Qualifications not yet added
Andrew has not yet added their qualifications to their profile
Transparent Fees
Andrew has not yet added their fees to their profile
Fees not yet added
Andrew has not yet added their fees to their profile
With over 20 year’s experience in the financial services sector, my aim is to help clients find financial freedom by identifying, setting and achieving their goals. I previously worked in the banking sector for HBOS and then Lloyds Wealth where I advised clients on all aspects of their financial arrangements. However in 2012, I decided that I wanted to provide my clients with an excellent and greatly enhanced proposition, and became a Principal Partner of St. James’s Place Wealth Management. This has allowed me the time to work on bespoke strategies which compliment my clients through their different life stages and assists them in identifying and achieving their financial goals. This then allows them to focus their time on the things that are important to them and leaves them with a feeling of security and empowerment. Outside of this I am accredited to deliver financial education in schools. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 08/10/2024
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Andrew's clients
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