Andy Parry

Andy Parry

IWM Wealth Management Ltd

Minimum savings/pensions: Over £100,000

0330 038 8940
Based in Blackwood
View location

Top Rated 2025
Verified since: June, 2021

4.9 out of 5

84 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 25 February 2025

    Andy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Andy has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 17 February 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

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  • Transparent Fees

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    Andy has not yet added their fees to their profile

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Andy

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andy (based on 6 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 25 February 2025

    Andy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Andy has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 17 February 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Andy has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Andy has not yet added their fees to their profile

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Andy

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andy (based on 6 first impressions)

I have been a Financial Adviser for 33 years now. I am more of a Financial Life Coach and friend of my clients now, helping them to create, understand and review their Goal Based Financial Planning needs. I take time to understand my clients plans for their future. This is is very important from the outset and take time at our reviews to check that the plans are still on track and to make any changes where needed to be sure of the best outcomes for my clients. When you won't find me working with my clients or in the office, I will be relaxing in Pembrokeshire with my wife Claire and my Cavapoo dog Benji at our Caravan. I am a keen sports fan and take an interest in most sports, however not partaking these days. I keep fit by attending the gym early mornings a few days a week. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Andy's clients

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