I specialise in providing High Quality and Bespoke Financial Advice to individuals, families and businesses nationwide. I help my clients achieve their financial goals, dreams and aspirations by effectively managing, accumulating and preserving Financial Wealth.
I grow my business through personal introductions from existing clients as my clients feel confident and relaxed enough to refer my services onto their friends, family and their professional network. I add or/and create value in my clients current Financial circumstances so that their future dreams can become more of a reality.
My business is run as a genuinely client focused business and the most important part of my career is to build a good and lasting client relationship with all my clients across the UK. I do this by regularly keeping in touch, wishing them a Happy Birthday, Christmas cards and, most importantly, providing a bespoke ongoing financial advice to each and every one of my clients. The ongoing advice is tailored to each individual and can be altered on whether how involved that individual wants to be with their financial advice.
If you, or anyone you know, think that you could benefit from a Financial Review so that those future dreams can become a bit more real then please give me a call, I would be happy to help.
Initial meetings are complimentary and are without obligation.
A brief introduction about me, my name is Andrew Hall and I am a Financial Adviser and an Associate Partner of St. James's Place Wealth Management PLC.
The reason why I choose this career is that I really like interacting and meeting new people, whether that be clients or professional connections. I was working in a Stockbroking firm in Leeds City centre straight after graduating from Leeds Metropolitan University in History, specialising in Military History.
In the Stockbroking firm, that is where I found my passion of savings and investments. I found it so very interesting on how you can save and eye opening when I see people with large amounts of cash in their cash ISA or accounts that is currently losing value with the increases of inflation. I felt like I wanted more interaction with clients so I was invited to join the St. James's Place Wealth Management Academy in May 2017.
The Academy was a very tough course and it has gave me all the skills to be a successful Financial Adviser. I have met so many people on my career change and I am really looking forward to meeting more and growing as well as seeing other businesses grow around me.
In my spare time, I really like Football and Rugby Union. I am looking to join a Rugby Union club this season, maybe Burley Park. I enjoy going cycling, the gym, socialising with my friends and also relaxing in front of the TV on a Sunday night watching a fantastic series, like Game of Thrones (for example).
I am a confident and happy individual who is keen to meet and grow my professional connections and client bank.
|Last online||31st Jul 2018|
|Member since||21st Jul 2017|
|Number of testimonials||0|