I provide financial planning and wealth management services to a diverse range of clients in both London and on the South Coast of the UK.
Prior to founding Portsdown Wealth Management in 2019, I’d been with St. James’s Place Wealth Management for 12 years; based within a well-established Senior Partner Practice in London; where I was associated with managing the client experience and assisting the operational side of the practice.
In 2014 I completed the St. James’s Place ‘Next Generation Academy’ and became an Adviser within the Mayfair based practice ‘Royston Fox Associates’; focusing on Retirement, Investment and Protection Planning with clients.
In my early career I gained valuable Financial Services Industry experience, working for the likes of Alliance Trust and Mercer. I currently hold both a Certificate and Diploma in Financial Planning and aim to reach Chartered Financial Planner status.
I currently live with my wife, son and daughter on the South Coast of the UK and my interests include music, travel, winter sports, food & drink and exploring outdoors.
I have provided support to St. James’s Place for over 9 years with extensive back office experience within Practice Management, Client Servicing and PA roles.
I am a holder of both BA and MA degrees in English. Being both highly organised, efficient and hardworking, I enjoy a challenge and strive to support Andrew in delivering a highly positive and effective client experience.
In my spare time, I am passionate about literature and I am currently involved in my first book project.
As well as being Andrew's Personal Assistant Clare also provides her services and experience to other members of the Partnership.