Andrews Wealth Ltd merged with Wesselton Associates Ltd in February 2018 to combine the best client service elements from both firms.
Our vision: To look after a small number of clients/families/businesses very well, through regular contact, timely updates to Budget, Regulatory and Investment Market changes.
Intergenerational Wealth planning is an increasing concern for many clients wishing to ensure their loved ones are looked after and benefit from their life’s work. Therefore, we place a strong emphasis on understanding each of our clients so that effective planning is implemented in a timely manner and as appropriate to each family.
Paul Andrews has been a qualified financial advisor for 18 years, having worked for Abbey PLC, Bradford & Bingley, Barclays PLC and Nationwide Building Society. Specialising in Final Salary Pension advice and Long-Term Care/Care planning.
Richard Toll has been a qualified financial adviser for 23 years. Richard started his financial planning career with Friends Provident before setting up Wesselton Associates in 2001, specialising in Inheritance Tax planning, Trust* & Estate Planning and Investment advice.
We offer home or business visits and with offices in Canary Wharf and Ipswich we are able to provide advice to clients across London, Essex and Suffolk.
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.
*Trusts are not regulated by the Financial Conduct Authority.