About Me

I recognise that financial planning is not something that was taught at school and can get pushed to the back of priority lists. It can become complex and is constantly evolving. 

I can provide you with a single financial relationship that will allow you to manage and build towards your priorities and financial goals.Clients are at the very core of what we do. 

The building-block of our service is a face-to-face financial review and our client service charter is tailored to suit the bespoke individual needs of each of our clients.

'Our mission' is to offer a holistic and ongoing relationship that helps you meet all your financial needs.


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Andrew was open, honest and understood my requirements and was then clear in explaining the products and why they were the best fit. Looking forward to continuing the relationship in the years to come!
Victoria Morgan |Accountant, Cardiff

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.