Senior Partner Practice of St. James's Place Wealth Management
Andy started his career in Financial Services in 1997. As a qualified Financial and Investment Adviser, he worked closely with private wealth individuals and corporate clients, including a number of parliamentary and global organisations.
In 2006, Andy was approached by AXA to join their wealth division and was recognised as a consistent high performer throughout tenure, growing sales significantly year on year.
In 2012, Andy’s interests moved into corporate management and he was invited to join Aegon UK to help build and lead a new wealth division. In the 6 years at Aegon, he was promoted into a variety of senior leadership roles, including Sales Director and Operations Director in the retail sector.
In 2019, Andy joined Atlantic Wealth Management, returning to his passion for delivering highly personalised, face-to-face financial planning and wealth management services to private individuals, families, trustees and businesses.
With over 20+ years industry experience, Andy has a deep and broad understanding of the Financial Services Advice sector.
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.
Atlantic Wealth Management is a trading name of Atlantic Wealth Management (UK) Ltd. Atlantic Wealth Management (UK) Ltd is registered in England and Wales, Number 08772076. Registered Office: The Business Store, 98-100 High Road, Rayleigh, Essex, SS6 7AE.