0330 038 8941
Based in Perth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Andrew has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 04 November 2024
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.
5
Qualifications Uploaded
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Andrew has not yet added their fees to their profile
Fees not yet added
Andrew has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Andrew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Andrew and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Andrew has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Andrew has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 04 November 2024
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.
5
Qualifications Uploaded
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Andrew has not yet added their fees to their profile
Fees not yet added
Andrew has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Andrew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 6 first impressions)
A S Wealth Management is a family- run financial advisory practice based in Perthshire. We provide broad based advice, mainly to families, directors, professionals, business owners and retired clients. We help them find practical solutions to the financial issues that concern them most. As testament to our outstanding levels of client care; we recently were nominated for the award of Most Promising New Business in Perth. Advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. We have an office in the centre of Perth and have meeting spaces in Dundee, Stirling, Glasgow and Edinburgh. We can also travel to a meeting location that suits you. Of course, we can also talk over phone, tablet or PC. To support me as representative, St. James’s Place Wealth Management Group has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, retirement planning, inheritance tax/estate planning and protection. In addition to my expertise I have access to specialists within St. James's Place Wealth Management, as well as links with other professional bodies including solicitors and accountants. A S Wealth Management is a trading name of Able Solutions Wealth Partnership 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 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 Andrew's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.