Andrea Connor

Thank you for taking the time to view my profile. I have over 38 years’ experience in financial services helping clients to identify their current and longer term financial needs, goals, aspirations and to plan for those accordingly. I typically work with people who need guidance with all aspects of their financial affairs, to help them plan for their future. I have a wealth of experience in the areas of retirement and investment planning, inheritance tax planning and protecting client’s wealth and assets. I also hold a specialist pensions licence CII AF7 to help clients make the right decision with their retirement provisions. Having 38 years in the industry has given me valuable experience in customer service, and building valuable relationships with all my clients. The families and Business owners I work with are very focused on building and preserving their capital, protecting their Businesses and reducing inheritance tax. Clients usually say to me: “I’m worried that I may never be able to retire"​ "I don't want anything too complex that I don't understand"​ "I want someone who can manage my affairs so I don't have to worry about it" I work with my clients on a face to face basis to ensure that they have a robust but simplified review so that we can put provisions in place to address their needs and ensure that they can finance their lifestyle in retirement. My Clients include: >Company directors. >Solicitors and Accountants. >Individuals who have already retired or want to plan for retirement. >Entrepreneurs. >Clients who want to protect their families in the unfortunate event of death or sickness. When I am not helping clients I enjoy spending time with my family and two young grandsons who make me burst with pride every single day. I enjoy walking with my 3 dogs and spending weekends travelling the UK in my campervan. Although I am yet to brave the Northcoast 500 and Europe. Please do not hesitate to contact me so I can give you the guidance you need. Thank you Andrea 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. 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