Andy Birley is from an accountancy background. Following his Economics degree he joined BDO Stoy Hayward Accountants in Manchester. His experience in these fields is a significant advantage in the world of Wealth Management, where Andy has the Advanced Financial Planning qualifications including coveted 'distinctions' in Advanced Taxation & Trusts and Personal Taxation.
We help our clients address simple and straight forward issues and also resolve complex and multi-faceted problems. Our objective is to be your trusted partners in setting financial goals and creating clear financial solutions. We appreciate that your financial situation is unique and therefore, if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial situation. As principals of this Wealth Management Practice and a Partner Practice of St. James's Place Wealth Management, we are well placed to assist you in your financial planning.
We have a Practice that has built a reputation for offering intelligently planned tax solutions, income and retirement strategies, expert investment planning advice and employee benefit schemes. We provide face to face advice and specialise in meeting the financial needs of both private and business clients. We help our clients address simple and straight forward issues and also resolve complex and multi-faceted problems. In every situation, we respond with reliable and personal advice to suit your individual or corporate requirements and to provide you with the peace of mind that comes from knowing that your affairs are in order and regularly monitored.
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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.