Andrew Macintyre

I’m a Chartered Financial Planner with over 20 years experience in senior roles in pensions, investment management and private client financial advice. My practice is based near Perth, in Aberfeldy, serving clients in the locality and surrounding areas of Perth, Pitlochry, Crieff and Dunkeld and also across central belt Scotland. www.macintyrewealth.co.uk 01887 377810 We are a small, family-run, financial planning practice and are totally focussed on delivering great service and advice to the clients we serve. We are also Partner Practice of St. James’s Place, which gives us access to a huge depth of resource and expertise in the background that we can draw upon to help our clients. We also have access to our network of professional advisers such as accountants, specialist tax advisers and private client lawyers who we have built close relationships with over many years. Team Personal Biographies: Jennifer Macintyre – Client Service Director I spent over two decades in Anti-Money Laundering, Risk Analysis and Financial Crime Investigation roles. Latterly working as a consultant, providing expert advice and guidance to retail banks and the industry on fraud prevention and detection. I have extensive experience in risk management and meeting regulatory obligations. As a full-time Director in Macintyre Wealth Management Ltd, I have responsibility for running the Aberfeldy Office, providing first- class systems and processes to enable us to deliver an efficient and compliant Client Service. I enjoy spending time with my family and supporting the local community as a board member at The Aberfeldy Workshop, a Community Council representative and Vice Commodore at the local sailing club, in additional to helping with many charitable projects. Andrew Macintyre – Chartered Financial Planner I am a Chartered Financial Planner and an FCA Approved Person, providing advice on all areas of financial planning for individuals, SME companies and Trustees. I have spent over 20 years in senior Financial Services roles in London and Edinburgh with companies including Scottish Widows and Legal & General and have accumulated a wealth of knowledge and experience along the way. I was invited to join St James’s Place as a Partner in 2018. My main areas of expertise are investment management, pensions and personal tax planning, including Inheritance Tax. My wife, Jennifer and I have two children, Eleanor and Henry. Outside work, I enjoy the great outdoors of Highland Perthshire, photography, hillwalking, sailing and fly-fishing. www.macintyrewealth.co.uk 01887 377810 We have our own offices in Aberfeldy and also access to offices for meetings in Edinburgh, Linlithgow, Aberdeen & Glasgow. We can offer video meetings via Zoom/MSTeams. 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. 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 22/11/2023