Senior Partner Practice of St. James's Place Wealth Management
Andrew joined Navigation Wealth Management Ltd after 24 years working for National Westminster Bank. This was predominately providing advice to business and commercial clients as well as looking after the owners as personal clients. My range of advice included protection, retirement planning and investment planning.
After leaving National Westminster Bank I joined Navigation Wealth Management a Senior Partner Practice of St. James’s Place Wealth Management. I provide personal advice on investment planning, retirement planning, protecting clients and their families as well as Inheritance tax and estate planning. For my commercial clients, I continue to protect their businesses against the loss of key people and provide advice on corporate pension planning, auto enrolment and employee benefits.
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.
Navigation Wealth Management Ltd is registered in England and Wales, Number 04654894. Registered Office: The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL.