Shawclough & Healey Feb 2022

ADVERTISING FEATURE
Andy P Collins Wealth Management Limited
Resolutions! – so have you made
any, or more to the point have you
kept any? Hopefully you have.
One definition is “the act of
finding an answer or solution to
a conflict or problem“.
I have been reflecting on
planning. We are well into the New Year, and a New
period of time that looks like it will see the weakening
of the grip that Covid has had on the World and our
daily lives.
Some of your greatest times have been when you
have planned – plan a holiday, plan to retire, plan to
buy a new house, plan to support your children –
Plan… Plan… Plan…
When things go wrong what do people say “what do
you plan to do now“ – have you got a plan ?…
Why wait for things to go wrong when you can set
out a plan that covers all we can envisage ahead, and
set a path that can cover our goals, but also events
that might happen.
Sure, the future will probably not be exactly as the
plan has been written, however this is where the
value of regular reviews help to keep you on track
as circumstances change. This is the piece that so
many people miss, the discipline to review – and it is
so important. I help clients achieve better outcomes,
using my industry experience I think of all that needs
to be considered not just what you like to think about.
This is why personal trainers work well to look
after and maintain your fitness, as they provide the
discipline and change the plan to ensure it meets
your needs. So, get your finances fit for purpose and
commit to a review – I will provide the discipline to
review regularly with you as time progresses. We all
deserve better outcomes – Just ASK!
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 Goals.
As part of my understanding you as an individual or a
business, I review existing plans to check if they are
fit for purpose, 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 check that
what you have in place is working with you towards
your Goal, then – Just ASK!
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 has 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.
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.
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.
The levels and bases of taxation, and reliefs from
taxation, can change at any time. The value of any
tax relief is dependent on individual circumstances.
To book an appointment contact me
directly with confidence and no obligation
on 07831 686716 or 01706 620613.
Please visit my website for more
information www.andypcollinswm.co.uk
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.
20 To advertise call 07976 289967 or 07974 434793 or email sales@streetwisemag.co.uk