Andy Edgar

Andy Edgar

JLM Wealth

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8942
Based in Hitchin
View location
Top Rated 2025
Verified since: October, 2024
4.9 out of 5

19 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 April 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

  • Independent Financial Adviser

    Last checked: 12 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 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

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 April 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

  • Independent Financial Adviser

    Last checked: 12 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 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

I have worked in the financial services industry for over 25 years. I pride myself on understanding a client’s needs and finding appropriate solutions. As a qualified pension specialist, I am able to guide you through the complex area of retirement planning as well as dealing with other areas of financial advice, such as investments, protection and IHT planning.

£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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