Andrew Connolly
FPFS, Certs CII (MP & ER)
Andrew believes strongly that clients are best served by a team which can offer specialist advice in all areas of wealth management. Andrew joined St. James's Place Wealth Management as an Associate Partner in May 1995, qualifying as Partner in 1999 and was appointed Senior Partner in 2004.
About
He believes his success has been due to building trusted relationships over the long term and delivering high quality advice and service. The whole ethos of the practice has always been to put client needs first.
Andrew provides:
- Regular review meetings
- Regular reports and valuations
- Proactive advice when changes in taxation or legislation affect clients
- Specialist knowledge in the areas of Investment, Retirement and Inheritance Tax Planning
Andrew's experience is also complemented professionally by having achieved Chartered Status which is the profession’s gold standard for financial planners. Chartered Financial Planners are associated with the highest standards of professionalism which is considered a gold standard for financial planners. They are reputable and can be trusted to deliver a high quality financial advisory service with the utmost integrity.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
Accreditation
