Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take.

I offer a highly personalised, individual service, specialising in Investments, Pensions, Inheritance Tax and Long Term Care planning, with a strong focus on the corporate field and the medical profession.

I am particularly experienced in working with people with complex financial circumstances – often high net worth individuals or company directors, and those who are retired or approaching retirement. I am able to offer you the benefit of over 20 years’ experience in financial services. I work with integrity and dedication to ensure you get the best from your assets and investments.

I pride myself on my knowledge and understanding of investment, inheritance tax and pension planning. One of the areas I specialise in, is providing advice to the Medical and Dental professionals. I am also a Long Term Care Specialist Adviser.

For the most up to date information and opinion within the markets, please view examples of bulletins and fund manager commentary through SJPTV by clicking on the respective links on the left hand side of this page.

I hope you find my website informative, feel free to browse and if you have any questions, please do not hesitate to contact me.

Andrew Roberts Dip PFS
Partner Practice of St. James's Place Wealth Management