Andy started his career in financial services at Barclays in 1997 and soon qualified as a financial adviser, working closely with private individuals and corporate clients, including parliamentary and global organisations.
In 2006, Andy was approached to join AXA Wealth and was central to the launch of their award-winning Elevate platform and worked in partnership with successful businesses, including Chapel IFA. Andy's depth of knowledge was further extended when he joined Aegon UK to help build and lead a thriving wealth division. In more recent times, Andy has joined St James's Place and is delighted to be a Partner of Chapel Wealth Management LLP, where he has returned to his passion for delivering bespoke face-to-face financial planning and wealth management services to his clients. With over 20+ years industry experience, Andy has a deep and broad expertise and understanding in many areas, including pension planning, investment planning, inheritance tax planning and trust* planning.
*Trusts are not regulated by the Financial Conduct Authority.
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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.