Andy Small
I help private clients, families and business owners make confident financial decisions through clear, personal and long-term planning.
About
How I Help
I focus on providing advice in the following areas:
* Wealth and investment planning
* Retirement and pension strategy
* Business owner and director planning
* Inheritance tax and legacy planning
My approach is simple. I take time to understand what matters to you, build a tailored plan around your goals and keep things under regular review so your strategy stays aligned with your life.
Who I Work With
I typically support:
* Private clients seeking long-term clarity
* Business owners planning for exit or succession
* Company directors balancing personal and corporate planning
* Retirees wanting secure and flexible income
* Families preparing to pass wealth to the next generation
About Andy
I have more than 20 years of experience in financial advice
I hold the Level 6 Advanced Diploma in Financial Advice and I am a Chartered Associate of the London Institute of Banking and Finance.
Outside work I enjoy travelling and I am currently learning Japanese.
Next Step
If you are exploring your options for investment, retirement or long-term planning, I would be pleased to talk.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
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
Addresses
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.
