Andrew Down
FPFS, Chartered Financial Planner
As a Chartered Financial Planner with over 7 years’ experience within the financial services sector, I am responsible for providing holistic financial planning advice to individuals, families, businesses and trustees.
About
Andrew focuses on developing and maintaining trusted life-long relationships built around the provision of expert financial planning services. This role is strongly underpinned by his background in Economics and Finance to ensure clients’ financial interests are in safe hands.
Every client is unique, with a very personal set of circumstances and requirements. Andrew therefore tailors all recommendations appropriately so as to provide bespoke investment and tax planning.
Key areas of focus:
- Financial Planning
- Taxation and Trusts*
- Investment Planning
- Retirement Planning
- Inheritance Tax Planning
- Personal and Business Protection
*Trusts are not regulated by the Financial Conduct Authority.
Testimonials
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.
