Our Values

At the heart of everything we do is you

We offer uncomplicated, honest financial advice with integrity. Our goals-based approach helps your financial goals to be more than just a dream

How it works

Consultation
A no-obligation, face-to-face meeting or video call via our secure, online virtual meeting system to discuss your existing situation and aspirations.
Strategy

Working with you, we then develop a strategy designed around your specific circumstances to help achieve your financial goals.

Plan
Our next step is to build a comprehensive, easy-to-understand financial plan fit for the weeks, months and years ahead.
Launch
With your plan in place, we put it into action and give you access to a secure online portal to track and monitor financial progress.
Review
By meeting with you regularly to review your plan, we keep you updated on progress and can adapt your arrangements as your circumstances and priorities change.

What to expect from us

With over two decades’ experience in financial planning, Andrew Vaughan has the technical knowledge and financial know-how to reignite your financial plans and take you on a new journey. As a Chartered Financial Planner, he will establish your current financial situation, look at where you want to go and then plot a new financial course, regularly checking in to review progress.

Our short video

In this short video, Andrew Vaughan, Principal of Vaughan Wealth talks about our core values and how these are linked to our clients, the importance of investment planning for a life worth living, our fundraising efforts for the St. James's Place Charitable Foundation and how we are accredited and deliver financial education programmes in both primary and secondary schools.

If you would like to talk to us about your Financial Planning needs or are interested in finding out more about the Financial Education in Schools initiative then please contact us at Vaughan Wealth.

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.

Andrew Vaughan
Vaughan Wealth
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Copyright St. James's Place © 2025