Testimonials
Read some of the feedback received from clients.As our business grew, it was clear that we needed more than just our Accountant’s help. Andy listened to what we were planning and has helped guide us over the last three years with advice and solutions that protect our business and families whilst maximising beneficial tax positions with the u...
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place and, along with Trusts, is not regulated by the Financial Conduct Authority.
Although I need to be very financially astute when it comes to running my business, I really struggle to find the time or the motivation to give the same level of commitment to my personal finances and investments. So I need someone who I can trust, who understands both my current circumstances...
I have known Andy for over 20 years. He has always put my interests first by giving sound and trustworthy advice. He works around my very busy professional lifestyle and is flexible to my schedule, often meeting after work. He listens to my priorities as well as identifying what is best for me ...
Having had my fingers burnt by a previous advisor, top of my priorities this time were trust, regular communication, investing time to really understand my financial situation – and sound advice. Andy excels across the board. His professional, communicative approach breeds trust and confidence ...
Andy has made a huge difference to my financial planning. He provides a great balance of detailed information with a clear overview. All options are presented in a thorough and detailed manner, with plenty of practical advice, information and guidance. He provides an exceptional service and, be...
