Working with individuals and business clients to help them achieve their financial goals.
Areas of focus include:
Prior to St. James’s Place, worked with PwC Consulting for seven years, specialising in Financial Services strategy and transformation.
Qualifications include: Chartered Wealth Manager (MCSI), Bachelor of Commerce, Investment Management Certificate (CFA), Certificate in Corporate Finance (CISI), Investment Advice Diploma (CISI, IAD, pending), Private Client Investment and Advice and Management (PCIAM), Securities and Derivatives Operations Certificate (ICMA), MSP and Prince 2.
Andrew is a Member of the Chartered Institute of Securities and Investment (MCSI).