Testimonials
Read some of the feedback received from clients.Having had a disappointing experience with other financial advisers in the past we were fortunate to have been put in contact with Andrew. He quickly built a trusting relationship with us that has enabled us to feel confident and comfortable that our finances are being well looked after. In particul...
Andrew took me through a goals-based planning approach to financial planning which has completely reshaped my views on my financial arrangements. As a result of this, I am confident that with his help, I will be able to retire earlier than I originally thought possible. I also feel reassured that my...
We were introduced to Andrew in 2016 by our Solicitors as we required tax planning work. Following out meeting Andrew provided a clear analysis of a complex situation and then helped us with the agreed actions. I am happy to recommend Andrew to potential clients without hesitation as he continues to...
Since 2002 I have benefitted from Andrew’s advice. He has always considered my interests and given me trustworthy advice. Service and support have been of the highest standard and I would be pleased to recommend him to anyone.
I consider myself fortunate to have been introduced to Andrew. With his personable manner and genuine interest in my financial affairs, I have never doubted that he has given me anything but thoughtful and insightful advice. I believe my investments are excellently managed by Andrew and I trust him,...
From the outset Andrew took time to understand us, what our priorities and values are so that any solutions he provides are carefully customised. He is incredibly patient at explaining financial matters and will go over things as many times as it takes until we fully understand our choices. He is to...
Andrew has always provided first class service and support in a friendly but totally professional way. He has always ensured that our interests are the priority and this has been reflected in the exemplary advice which we have been given. I have no hesitation in recommending Andrew to any potential ...
I was seeking a better return on my savings and the commutation of a part of my Defined Benefits pension. I had previously been with the private banking arm of one of the large high street banks and Andrew introduced me to St. James's Place. Andrew spent a significant amount of time and effort to de...
