Andy Young Financial Planning

With two decades of experience in the banking industry and a deep understanding of financial matters, in 2023 I embarked on a new journey as a financial adviser. My clients benefit greatly from my extensive knowledge and expertise in managing their finances, as well as from my experience navigating the complex world of finance.

A great adviser goes beyond discussing investments; they delve into your goals, fears and personal matters, which are essential for effective financial guidance. The relationship is built over the long-term and if done correctly will result in friendships being made, instead of a service being provided.

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.

Andy Young Financial Planning 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.

SJP Approved 31/01/2025