Our Approach
We are based in South Normanton, Derbyshire and we have a service that has been designed to help the individual investor.
The majority of our clients choose to come to the office for meetings as we have more technology here that can be used by clients to enhance their financial planning experience. We are able to visit clients at home or work. We are confident that our meetings are finalised with our clients, leaving them with peace of mind and full knowledge of exactly what solution has been agreed.
At Honeycroft Wealth Management, private and business solutions are developed around a carefully crafted 3-step approach:
- An initial Consultation meeting is arranged to find out about your current situation, financial goals and aspirations. This enables us to build a picture of you and your needs.
- Designing a Wealth Plan – after gathering a variety of information at the Initial Consultation meeting, we develop bespoke solutions that fit your personal &/or business needs and provide recommendations based on the information you provide. A full personalised report is provided, giving details of the proposed solutions(s) and why the recommendation(s) are best advice for you.
- Ongoing Wealth Management Reviews – This can be as often as required, given the complexities of your financial planning requirements or business strategies. With all clients, a Personal Service charter is agreed in order to review ongoing financial performance, as well as ensuring you are provided with the right level of information about your investments on a regular basis.
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.
Testimonials
Andy always goes above and beyond to assist with my financial needs and retirement planning. Nothing is too much trouble for Andy and he has always put my interests first by giving trustworthy advice. I would highly recommend Andy to anyone.
I have been very happy with Andrew's advice and services. As a young investor, he has really helped me in understanding money management and investing.
Andy has always explained financial strategy in a clear and easy to understand why which has given me confidence in decision making. His advice is sound and he always follows up with excellent support. I have no hesitation in recommending his service to anyone.
Always helpful, nothing is too much trouble and always available to discuss matters.
I have always been very impressed by Andrew Whiteheads professionalism, yet always being sympathetic to my needs. After the death of my husband a few years ago, Andy took over my finances, whilst always being aware of my personal needs whilst grieving for my husband. I feel that I can now call Andy ...
Andrew provides sound and professional advice, and offers recommendations which are sensitive to our current and future goals. He arranges regular reviews, keeping us up to date with the markets and provides re-assurance regarding the performance of our investments. We have found this invaluable dur...
My wife and I have been investing with St. James's Place for over 30 years. Since Honeycroft Wealth Management Ltd became our adviser we have always been impressed by Andrew's courteous, friendly and professional approval. We feel confident our funds are in good hands with regards to fund management...
Andrew always takes time to listen, and answers any questions we may have in a realistic and understandable manner. He understands our financial needs and always gives sound and trustworthy advice. I would certainly recommend his services to others.
Andrew from Honeycroft Wealth Management inherited my pension portfolio in difficult circumstances and quickly put me at ease, and gave me confidence my investments were stable and progressing in the right direction. Andrew is always available for advice and support, and nothing seems to be too much...
When you first meet Andrew Whitehead, Director of Honeycroft Wealth Management, you are immediately put at ease with his professional approach in guiding you through what is best for you and your money. Explaining the best route to go down, to keep your money working for you. Andrew is like one of t...
Andrew has given me support over many years. So it is a big thank you to him for his sound and trustworthy advice. I certainly would recommend him to anyone.
Andrew makes sure I am happy with every aspect of his advice. He puts my interests first and is very supportive. His service is exceptional and I would not hesitate in recommending him.
Both my wife and I have always found Andy to be a very personable guy. He always listens to our ideas and points of view before giving his professional advice. He then, wherever possible, incorporates them into his proposals to meet our financial planning and investment needs. I would not hesitate i...
Andy Whitehead is an efficient, effective and proactive financial adviser, with a real personality. Honeycroft Wealth Management is customer focused and Andy's expert advice is explained simply and clearly. Having already passed friends on to Andy, we have no hesitation in recommending him and look ...
After three years with regular changes of Partners due to unfortunate circumstances, but no revision of investments, Andy visited us and asked detailed questions about our future plans and aspirations. Consequently he produced a revised plan which we were pleased to implement and are, to date, ve...
Since Andy took over from our previous representative we have been delighted with the way he has conducted our business and the consideration he has shown when giving us advice and recommending the course of action, to our best advantage. He always deals with requests in a speedy and most efficie...
My adviser has served me for almost the last 20 years and has not pressured me into buying any investments I did not need. He always told me of the risks and rewards of any investments and always gave me trustworthy advice, putting my needs first. We would always meet for a yearly review. His ser...
Having only known Andrew for 12 months, he has taken care of the financial needs for the family and myself, providing expert knowledge and advice. I wouldn't hesitate to recommend him to anyone and look forward to maintaining a long lasting relationship with him.
Andy Whitehead is very well informed, provides an excellent, friendly service and explains the (sometimes complicated) world of finance well. I wouldn't hesitate to recommend him to anybody.
Andrew Whitehead has been our financial adviser for several years. We have found him to give us sound and trustworthy advice in a clear understandable format. He is extremely organised and communicates with us on a regular basis. We feel he understands our financial investment needs and we trust ...
Since Andrew became our St. James's Place Partner twelve months ago, he has quickly developed a clear understanding of our financial priorities and ambitions and has given consistently good, well-focused advice in order to help us achieve them. We look forward to a long and successful relationshi...
We have known Andrew Whitehead for approximately fifteen years and he has always been personable, courteous and helpful. Over the years he has given us sound advice and this has helped significantly in guiding us in our financial decisions. We would have no hesitation in recommending him to anyon...
Over recent months Andrew has helped us to get our financal affairs in order, providing suitable options and alternatives to issues, enabling us to reduce our outgoings. In Andrew you get someone you feel able to discuss your situation with in confidence and know he will do everything to help you...
Andrew Whitehead has been a financial adviser for my husband and me for fifteen years. In that time we have come to know him well and to trust him implicitly. He has a clear understanding of our needs and wishes and has used his extensive knowledge of the investment market to meet them very succe...
Andrew has always given advice that is specific to our objectives. It’s always well considered and trustworthy. I’ve recommended Andrew to several of my friends which I wouldn’t consider if I didn’t trust him and his advice.
Andy became my adviser after a few years of changing partners due to unexpected circumstances but quickly restored my confidence through his regular contact with his well informed and trustworthy advice. He has a very relaxed and friendly nature, putting one at ease, explaining everything in a clear...
I find the regular review extremely useful; helping me to make informed decisions about my investments.
We have been dealing with St. James's Place for quite a few years and when Andrew took over our small financial situation it was immediately obvious that he listened to our questions, made the correct enquiries and established our short term and longer term requirements. My wife and I look forward t...
Prior to my retirement Andy kept me annually informed on how my funds were doing, he gave advice and anything that could improve and help the financial impact on my retirement. It has gone very well largely due to Andy's excellent service, advice and support. Me being very grateful beneficiary. He p...
I have been with Honeycroft Wealth Management for a number of years and consider Andrew a friend as well as dealing with my finances. I am full of confidence in him and his recommendations and would always recommend his services to anyone
Andrew is very informative and has a wide depth of knowledge on financial matters. He gives sound advice and we feel he is very trustworthy. He regularly keeps in touch with us and is always very polite. We've always been very happy with the service he provides and therefore wouldn't hesitate to rec...
Andrew has looked after my investments now for a number of years. I have always been extremely satisfied with the investment advice that he has given me. I would n...
Andrew is always very solicitous to our needs and provides a high level of information and support. We would have no hesitation in recommending his services.
From the first meeting, it has been a pleasure to be dealing with Andrew. He is a very open and personable man who as bags of knowledge and experience, which ensures you get the advice you need. He always ensures at each review that the objectives of your portfolio are correct, to be certain that yo...
Our finances would not be where they are today without Andy's advice. I would highly recommend Andy Whitehead for anyone looking for a financial adviser.
I have contacted Andrew several years ago, with a view to amalgamating my various pensions. I knew I needed to find someone I felt was trustworthy and professional. Andrew offered me the services I was looking for and has continued to act in my best interests. I would not hesitate to recommend hi...
Andy always goes above and beyond to assist with my financial needs and retirement planning. Nothing is too much trouble for Andy and he has always put my interests first by giving trustworthy advice. I would highly recommend Andy to anyone.
I have been very happy with Andrew's advice and services. As a young investor, he has really helped me in understanding money management and investing.
Andy has always explained financial strategy in a clear and easy to understand why which has given me confidence in decision making. His advice is sound and he always follows up with excellent support. I have no hesitation in recommending his service to anyone.
Always helpful, nothing is too much trouble and always available to discuss matters.
I have always been very impressed by Andrew Whiteheads professionalism, yet always being sympathetic to my needs. After the death of my husband a few years ago, Andy took over my finances, whilst always being aware of my personal needs whilst grieving for my husband. I feel that I can now call Andy ...
Andrew provides sound and professional advice, and offers recommendations which are sensitive to our current and future goals. He arranges regular reviews, keeping us up to date with the markets and provides re-assurance regarding the performance of our investments. We have found this invaluable dur...
My wife and I have been investing with St. James's Place for over 30 years. Since Honeycroft Wealth Management Ltd became our adviser we have always been impressed by Andrew's courteous, friendly and professional approval. We feel confident our funds are in good hands with regards to fund management...
Andrew always takes time to listen, and answers any questions we may have in a realistic and understandable manner. He understands our financial needs and always gives sound and trustworthy advice. I would certainly recommend his services to others.
Andrew from Honeycroft Wealth Management inherited my pension portfolio in difficult circumstances and quickly put me at ease, and gave me confidence my investments were stable and progressing in the right direction. Andrew is always available for advice and support, and nothing seems to be too much...
When you first meet Andrew Whitehead, Director of Honeycroft Wealth Management, you are immediately put at ease with his professional approach in guiding you through what is best for you and your money. Explaining the best route to go down, to keep your money working for you. Andrew is like one of t...
Andrew has given me support over many years. So it is a big thank you to him for his sound and trustworthy advice. I certainly would recommend him to anyone.
Andrew makes sure I am happy with every aspect of his advice. He puts my interests first and is very supportive. His service is exceptional and I would not hesitate in recommending him.
Both my wife and I have always found Andy to be a very personable guy. He always listens to our ideas and points of view before giving his professional advice. He then, wherever possible, incorporates them into his proposals to meet our financial planning and investment needs. I would not hesitate i...
Andy Whitehead is an efficient, effective and proactive financial adviser, with a real personality. Honeycroft Wealth Management is customer focused and Andy's expert advice is explained simply and clearly. Having already passed friends on to Andy, we have no hesitation in recommending him and look ...
After three years with regular changes of Partners due to unfortunate circumstances, but no revision of investments, Andy visited us and asked detailed questions about our future plans and aspirations. Consequently he produced a revised plan which we were pleased to implement and are, to date, ve...
Since Andy took over from our previous representative we have been delighted with the way he has conducted our business and the consideration he has shown when giving us advice and recommending the course of action, to our best advantage. He always deals with requests in a speedy and most efficie...
My adviser has served me for almost the last 20 years and has not pressured me into buying any investments I did not need. He always told me of the risks and rewards of any investments and always gave me trustworthy advice, putting my needs first. We would always meet for a yearly review. His ser...
Having only known Andrew for 12 months, he has taken care of the financial needs for the family and myself, providing expert knowledge and advice. I wouldn't hesitate to recommend him to anyone and look forward to maintaining a long lasting relationship with him.
Andy Whitehead is very well informed, provides an excellent, friendly service and explains the (sometimes complicated) world of finance well. I wouldn't hesitate to recommend him to anybody.
Andrew Whitehead has been our financial adviser for several years. We have found him to give us sound and trustworthy advice in a clear understandable format. He is extremely organised and communicates with us on a regular basis. We feel he understands our financial investment needs and we trust ...
Since Andrew became our St. James's Place Partner twelve months ago, he has quickly developed a clear understanding of our financial priorities and ambitions and has given consistently good, well-focused advice in order to help us achieve them. We look forward to a long and successful relationshi...
We have known Andrew Whitehead for approximately fifteen years and he has always been personable, courteous and helpful. Over the years he has given us sound advice and this has helped significantly in guiding us in our financial decisions. We would have no hesitation in recommending him to anyon...
Over recent months Andrew has helped us to get our financal affairs in order, providing suitable options and alternatives to issues, enabling us to reduce our outgoings. In Andrew you get someone you feel able to discuss your situation with in confidence and know he will do everything to help you...
Andrew Whitehead has been a financial adviser for my husband and me for fifteen years. In that time we have come to know him well and to trust him implicitly. He has a clear understanding of our needs and wishes and has used his extensive knowledge of the investment market to meet them very succe...
Andrew has always given advice that is specific to our objectives. It’s always well considered and trustworthy. I’ve recommended Andrew to several of my friends which I wouldn’t consider if I didn’t trust him and his advice.
Andy became my adviser after a few years of changing partners due to unexpected circumstances but quickly restored my confidence through his regular contact with his well informed and trustworthy advice. He has a very relaxed and friendly nature, putting one at ease, explaining everything in a clear...
I find the regular review extremely useful; helping me to make informed decisions about my investments.
We have been dealing with St. James's Place for quite a few years and when Andrew took over our small financial situation it was immediately obvious that he listened to our questions, made the correct enquiries and established our short term and longer term requirements. My wife and I look forward t...
Prior to my retirement Andy kept me annually informed on how my funds were doing, he gave advice and anything that could improve and help the financial impact on my retirement. It has gone very well largely due to Andy's excellent service, advice and support. Me being very grateful beneficiary. He p...
I have been with Honeycroft Wealth Management for a number of years and consider Andrew a friend as well as dealing with my finances. I am full of confidence in him and his recommendations and would always recommend his services to anyone
Andrew is very informative and has a wide depth of knowledge on financial matters. He gives sound advice and we feel he is very trustworthy. He regularly keeps in touch with us and is always very polite. We've always been very happy with the service he provides and therefore wouldn't hesitate to rec...
Andrew has looked after my investments now for a number of years. I have always been extremely satisfied with the investment advice that he has given me. I would n...
Andrew is always very solicitous to our needs and provides a high level of information and support. We would have no hesitation in recommending his services.
From the first meeting, it has been a pleasure to be dealing with Andrew. He is a very open and personable man who as bags of knowledge and experience, which ensures you get the advice you need. He always ensures at each review that the objectives of your portfolio are correct, to be certain that yo...
Our finances would not be where they are today without Andy's advice. I would highly recommend Andy Whitehead for anyone looking for a financial adviser.
I have contacted Andrew several years ago, with a view to amalgamating my various pensions. I knew I needed to find someone I felt was trustworthy and professional. Andrew offered me the services I was looking for and has continued to act in my best interests. I would not hesitate to recommend hi...
Andy always goes above and beyond to assist with my financial needs and retirement planning. Nothing is too much trouble for Andy and he has always put my interests first by giving trustworthy advice. I would highly recommend Andy to anyone.
