Andrews Wealth Ltd merged with Wesselton Associates Ltd in February 2018 and The Ross Welton Practice Ltd in April 2019 to combine the best client service elements from all three 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 awarded the title of CISI Chartered Wealth Manager and has been a qualified financial advisor for 20 years, having worked for Barclays Plc, Nationwide Building Society, Bradford & Bingley, and Abbey PLC. Paul specialises in Pension planning and Long Term Care fee 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.
Martin Ashworth has been a qualified financial adviser for 12 years, having worked for Lloyds and HSBC. Specialising in retirement planning, protection for families, wealth and investment planning.
Ross Welton has been a qualified financial adviser for 14 years starting his career as an IFA in Cambridge before establishing The Ross Welton Practice Ltd as a Partner Practice of St. James’s Place Wealth Management in 2007. Ross has a broad knowledge base and works closely with private and corporate clients, advising on Pension, Investment, Inheritance Tax, Trust based planning, Corporate Investment and Protection Planning.
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.