Andrew Storey
DipFA
I take pride in offering personalised financial plans that aim to put clients in a better position. I understand that a ‘one size fits all’ approach does not work and therefore take time to get to know clients and their needs before working with them to find an appropriate solution.
About
I have worked in financial services for over 15 years and I provide comprehensive, face-to-face advice, making it as simple as possible for clients to make those important financial decisions.
As a Partner Practice of St. James's Place based in Moray, my advice covers all areas of financial planning including: retirement planning; investment planning; and wealth and personal protection. If you have concerns that your financial planning is not on track to secure your financial future, or you would just like a review, then please get in touch.
In my free time I spend time with my family and also enjoy DIY and trying to gradually improve on my gardening skills.
Birchwood Financial Planning was established in 2018, when its Principal Andrew Storey accepted an invitation to join St. James's Place.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 31/05/2022
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.
