Andrew Whitehead
DipCII
VouchedFor - Top Rated Adviser for 2023
I have over 20 years experience within wealth management, I have the knowledge and experience that you need to be confident that your wealth is in safe hands
About
My expertise covers a broad spectrum of financial planning and will help you and/or your business to:
- Grow wealth, specifically through the St. James's Place distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
At the heart of our business we believe in regular and effective communication to ensure that clients are kept fully informed of things that may affect their financial wellbeing. My strength is in building long term relationships which has enabled me to provide a high quality professional service to clients for many years. I am passionate about clients enjoying their wealth and passing it down the generations in a responsible and sustainable manner. I have a wealth of technical experience but I also have the wisdom to deal with complex and sensitive family matters. As well as my own experience and knowledge, I can call on any number of specialists either within the Partnership or from a carefully selected number of Industry experts or providers.
When not working I love spending family time with Sue, my son Nathan and our dog Casper. Nathan attends West Notts College studying an Extended Diploma in Sport with Mansfield Town Football Club. I support Nathan by managing and running a football team, Eastwood CFC U18's, which I enjoy.
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.
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.
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...
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 lo...
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 hesitat...
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 cl...
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.
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 forwar...
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. H...
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 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 not hesitate in recommending St. James's Place and Andrew 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 ...
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...
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.
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.
Thank you so much for everything you have done to help us with dad's estate. You've helped make a hard process a bit easier and we're forever grateful.
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.
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.
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...
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 lo...
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 hesitat...
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 cl...
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.
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 forwar...
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. H...
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 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 not hesitate in recommending St. James's Place and Andrew 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 ...
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...
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.
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.
Thank you so much for everything you have done to help us with dad's estate. You've helped make a hard process a bit easier and we're forever grateful.
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.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
