Andrea has worked in financial services since 1988 and joined the Practice in 2014 after many years with Nationwide. With decades of experience, she provides calm, clear and considered advice to individuals, families and business owners planning for the future.
Andrea specialises in retirement planning, including defined benefit pension advice, and works closely with clients who want to feel confident that their retirement plans are both secure and easy to understand. She is LIBF-qualified and also holds a specialist pensions licence (CII AF7), allowing her to guide clients through complex retirement decisions with clarity and care.
Andrea believes financial planning should never feel overwhelming. She takes a personal, face-to-face approach, focusing on what truly matters to each client and creating tailored plans that support their lifestyle, protect their wealth and provide long-term peace of mind.
Outside of work, Andrea enjoys spending time with her family and her three young grandsons, walking her three dogs and travelling around the UK in her campervan.
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.