Bamford & Norden October 2020

Andy P Collins Wealth Management Limited
The only constant in
our lives is change,
an oxymoron but
nevertheless true!
There have been
changes during the last
three months focusing
many people’s thoughts
on what they want
out of life and their future goals. One recurring
theme I have come across with clients, is what
they expected to happen, maybe has or hasn’t
happened, but more often than not certainly didn’t
happen in the way they envisaged.
I help individuals, business owners and Directors
make better financial decisions.
I can’t change the events that shape your future,
however, I can ensure that you’re prepared with a
bespoke plan, and your resources are employed
focused on desired objectives. As part of my
understanding you as an individual, I review
existing plans to ensure they are fit for purpose,
and your current wealth is protected, should the
change not be one you had planned.
It may be a personal change, a business change,
a change of role or family circumstances – the
constant, is change.
So, if you don’t have a plan or just wish to check
that what you have in place is working with you
towards your goal, then a discussion is a great
place to start.
Andy is widely regarded as a Financial Services
business leader with a demonstrated history of
success at board level. His thirty plus years of
Financial services experience have enabled him to
draw on a wealth of knowledge and skills. During
that time, he has held Head of sales, Director and
Senior management roles with some of the UK’s
leading institutions.
Passionate about Financial Planning and Wealth
Management, in 2018 he accepted an invitation
to join the prestigious St. James’s Place Wealth
Management as an Associate Partner Practice and
run his own business. The business has grown, and
now has the capacity to take on more new clients
with office locations in Rochdale and Leeds.
I offer a truly holistic service to existing and new
clients and have access to the St. James’s Place
distinctive approach to investment management
and advice guarantee, ensuring that individuals
and business owners have the right planning, in
the right place at the right time.
Planning is everything – simple or complex,
business or personal, it will reflect you as an
individual.
St. James’s Place guarantees the suitability of
the advice given by members of the St. James’s
Place Partnership when recommending any of
the wealth management products and services
available from companies in the Group, more
details of which are set out on the Group’s website
at www.sjp.co.uk/products.
The value of an investment with St. James’s Place
may fall as well as rise. You may get back less
than the amount invested.
I am locally based and offer planning in the
following areas:
• Preparing for retirement and in-retirement
advice
• Investment planning
• Pension planning
• Protection for you and your family
• Inheritance tax and Inter-generational planning
• Investment planning for children/grandchildren
• Protection for self-employed, company
directors and key people
• Aspects of tax efficient business exit strategies.
So, if you’d like to plan or just want a coffee
chat, let’s start the ball rolling
To book an appointment contact me
directly with confidence and no obligation
on 07831 686716 or 01706 620613
Meetings can be arranged face to face or
virtually using Microsoft Teams or Zoom
to maintain social distancing.
Please visit my website for more
information www.andypcollinswm.co.uk
The 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
www.sjp.co.uk/products. The ‘St James’s Place Partnership’ and the title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
78 To advertise call 07976 289967 or 07974 434793 or email sales@streetwisemag.co.uk