Andrew Todd
Chartered Financial Planner, APFS
Knowing Where To Get Help Is Half Of The Solution
When providing advice on such important matters as someone’s current and future financial security, it is essential that we understand both their circumstances and the technical issues that will affect their options and choices.
About
I believe that professional qualifications are more than an indicator of ability, they demonstrate a willingness to learn and a commitment to provide advice at the highest level. I have been advising on financial matters since 1991, always with the aim of providing personal, reliable and accurate advice, and a friendly, professional service. Over the years, I have gained a wide variety of experience, particularly whist working for six years within a ‘top ten’ accountancy practice.
I passed the Financial Planning Certificate in 1995, and the Diploma in Financial Planning in 2008, and continued to study thereafter. I am now a Chartered Financial Planner also.
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.
