Hopwood & Heywood Nov 2020

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ADVERTISING FEATUREAndy P Collins Wealth Management LimitedGoals ! – Yes Goalsare back and that’sgreat for me beinga football fan.But then in FinancialPlanning – Goals neverwent away.I believe in Goals basedFinancial Planning andrecognise that everybody’s financial journey isdifferent, that is why our approach to financial andinvestment planning is based on your individualgoals.Plan : A clear plan is key in helping you establishand meet your future Goals.Design : Designing an investment portfolio thatconsiders your time horizon, your attitude to riskand your capacity for riskReview : Monitoring progress and helping you stayon track through changing market and personalconditionsSo, whether your goals are Investment Based,Retirement / Succession planning / School feesor Major event planning - establishing themis critical. I can then assess resources andimplement advice.I help individuals, business owners andDirectors make better financial decisions.I can’t change the events that shape your future,however, I can ensure that you’re prepared with abespoke plan, and your resources are employedfocused on desired Goals. As part of myunderstanding you as an individual or a business,I review existing plans to ensure they are fit forpurpose, and your current wealth is protected,should any changes not be one you had planned.So, if you don’t have a plan or just wish to checkthat what you have in place is working with youtowards your Goal, then Just Ask!Andy is widely regarded as a Financial Servicesbusiness leader with a demonstrated history ofsuccess at board level. His thirty plus years ofFinancial services experience has enabled him todraw on a wealth of knowledge and skills.During that time, he has held Head of sales,Director and Senior management roles with someof the UK’s leading institutions.Passionate about Financial Planning and WealthManagement, in 2018 he accepted an invitationto join the prestigious St. James’s Place WealthManagement as an Associate Partner Practiceand run his own business. The business hasgrown, and now has the capacity to take on morenew clients with office locations in Rochdale andLeeds. I offer a truly holistic service to existingand new clients and have access to theSt. James’s Place distinctive approach toinvestment management and advice guarantee.I am locally based and offer planning in thefollowing 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 directorsand key people• Aspects of tax efficient business exit strategies.The value of an investment with St. James’s Placemay fall as well as rise. You may get back lessthan the amount invested.So, if you’d like to plan your Goal let’s startthe ball rolling Just Ask !To book an appointment contact medirectly with confidence and no obligationon 07831 686716 or 01706 620613.Meetings can be arranged face to face orvirtually using Microsoft Teams or Zoom tomaintain social distancing.Please visit my website for moreinformation www.andypcollinswm.co.ukSt. James’s Place guarantees the suitability of the advicegiven by members of the St. James’s Place Partnershipwhen recommending any of the wealth managementproducts and services available from companies in theGroup, more details of which are set out on the Group’swebsite at www.sjp.co.uk/products.48 To advertise call 07976 289967 or 07974 434793 or email sales@streetwisemag.co.uk
If you’re thinking about theroad ahead, we can help.Whatever’s on your mind, just ask.DTLTNEMEGANAM HrentraP etaicossA tnemeganaM ht laeW ecP ydnAsnilloC )PM( IIC treC SFPpiDrotceriD:leT | 316026 60710 617686 13870E m :liaku.oc.pjs@snilloc.pydnaku.oc.mwsnillocpydna.wrentraP ecitcarP ehTVisit our website www.streetwisemag.co.uk for all the info about the Streetwise magazinestcudnoetisbews'puorg eht no tuo.s49SJP12100 V1 (05/20)
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Hopwood & Heywood Nov 2020

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