Principal Partner Practice of St. James's Place Wealth Management
Andrew graduated from Worcester College in 1993, with a BSc (Hons) in Environmental Science. After a varied early career he decided to move into the financial services industry in 1998.
He gained his basic experience within the Lloyds banking group before moving into the IFA sector in 2001. He then spent just over a year with a small IFA firm before moving onto a national firm specialising with advice to the Civil Service. Here he helped expand the business including the setting up and directing of the estate planning department.
Andrew joined CMP Financial in August 2010 in order to provide a more specialised approach for his clients. He has significant experience in Estate Planning, including Investment Planning and Trust* Planning.
Andrew is married with 2 children. He has several varied passions outside of work including painting and drawing. He is a keen gamer and has developed a strategic mind over the years. He also enjoys reading and cooking as well as brewing, spending as much time as possible in the kitchen. He occasionally finds time for walking in order to try to burn off the calories put on by his cooking.
*Trusts are not regulated by the Financial Conduct Authority
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.
CMP Financial is a trading name of Specialist Trust Solutions LLP. Specialist Trust Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC316863. Registered Office: The Stable Barn, Upton End Farm, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, England. View the Members of Specialist Trust Solutions LLP.