Partner Practice of St. James's Place Wealth Management
Andrew has worked in financial services as a practicing adviser for over 30 years. His impressive experience has witnessed several stock market crashes/downturns and helped clients manage the risk of their investment throughout these times.
Andrew and his wife Alison grew up in Ogmore Vale but have lived in Porthcawl since 2010 with their daughter Annie. Andrew enjoys running, swimming, cycling and partakes in various running and Triathlon events throughout the year. He has a passion for music (piano and keyboards), cars, travelling and generally being around his family and friends.
In 1993 he established his own company Andrew Davies Wealth Management Ltd which he grew from humble beginnings into a business managing funds is excess of £80m. In November 2017 he underwent a merger/acquisition with HawkinsThomas Wealth Management in a move to prepare for his eventual retirement (though he stresses -‘I’m not done yet’!). Therefore, assuring continuity for his clients and team with a view to improve the advice proposition for all his clients via HawkinsThomas Wealth Management.
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.
HawkinsThomas Wealth Management is a trading name of HawkinsThomas Ltd. HawkinsThomas Ltd is registered in England and Wales, Number 09355910. Registered Office: 8 Deryn Court, Wharfedale Road, Cardiff, CF23 7HA.