Business Details
35 Years
experience
Your Trusted Financial Partner in London
Established in 1991, our practice specialises in providing tailored wealth management and financial planning solutions for individuals, families, and businesses across London and the Home Counties. With over three decades of experience, we prioritise building long-term relationships grounded in trust and a deep understanding of our clients' unique financial circumstances. Our approach combines technical expertise with a commitment to professional standards, ensuring advice aligns with clients' aspirations for building, growing, protecting, and preserving wealth. We collaborate closely with clients and their other professional advisers to deliver timely, bespoke solutions.Our team's background includes six years within a top ten accountancy practice, enhancing our ability to address complex financial needs. We operate as an Appointed Representative of St. James's Place Wealth Management, regulated by the Financial Conduct Authority, and maintain a focus on continuous professional development to uphold the highest service standards. Our services span investment management, retirement planning, protection planning, corporate services, and intergenerational wealth strategies, all delivered with a promise of personal, reliable, and accurate guidance.
Services
Wealth Management
Financial Planning
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Intergenerational Wealth
Details
- Year established: 1991
Highlights and features
- We build long-term relationships based on trust and understanding
- Our team has over 30 years' experience in financial advisory services
- We provide bespoke solutions tailored to individual client needs
- We operate under FCA regulation for professional accountability
- Our approach combines technical expertise with personal service
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Wealth Management
Our wealth management service helps clients grow and preserve assets through strategic investment planning. We create customised portfolios aligned with risk tolerance and financial goals. With ongoing monitoring and adjustments, we ensure optimal performance across market cycles while maintaining compliance with FCA regulations.
Financial Planning
We develop comprehensive financial plans covering retirement, tax efficiency, and intergenerational wealth transfer. Our approach considers current circumstances and future aspirations to create actionable roadmaps. Regular reviews ensure plans evolve with changing life circumstances and market conditions.
Investment Management
Specialising in tailored investment solutions, we construct diversified portfolios using St. James's Place Wealth Management's approved products. Our strategies focus on capital preservation and growth objectives while maintaining appropriate risk levels. Continuous performance tracking ensures timely adjustments to market changes.
Retirement Planning
We help clients prepare for financial security in retirement through pension optimisation and income planning. Our strategies maximise tax-efficient withdrawals while ensuring sustainable income streams. We consider state benefits and private pension arrangements to create holistic retirement solutions.
Protection Planning
Our protection services ensure clients have appropriate safeguards against financial risks. We assess insurance needs for life cover, critical illness, and income protection to protect families and businesses. Regular reviews maintain coverage relevance as circumstances change.
People
Andrew Todd
Founder & Lead Adviser
With over 30 years' experience since 1991, Andrew specialises in wealth management and financial planning. His background includes six years at a top ten accountancy practice, enhancing his technical expertise in complex financial matters.
Questions
What services does The Andrew Todd Practice offer?
We provide wealth management, financial planning, investment management, retirement planning, protection planning, corporate services, mortgage advice, and intergenerational wealth strategies.
How do you tailor financial advice to individual clients?
We build long-term relationships to understand each client's unique circumstances, aspirations, and financial goals before developing bespoke solutions.
What qualifications do your advisers hold?
Our advisers maintain professional qualifications and continuous development to ensure technical expertise and regulatory compliance in all advice provided.
Which areas do you serve?
We primarily serve clients in London and the surrounding Home Counties region.
How are you regulated?
We operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
