I am a Director of Andrew David Associates Ltd, a Partner Practice of St. James's Place Wealth Management and have more than 25 years of experience in the wealth management industry.
As an accredited Member of SOLLA (Society of Later Life Advisors), I offer specialist advice on later life planning, mainly focused on provision of long term care funding.
With increasing concerns from our older clients and their children about rising Care Home costs and changing legislation in the Care Act 2014, I ensure that the impact of care is assessed and that the estate is placed in an optimum position to give choice. In simple terms, making sure that the Care home fees can be maintained whilst protecting the value of the estate.
In addition, with the recent radical changes in Pension Legislation in respect of Auto Enrolment for companies and the Freedom of pensions to individuals, I can ensure that your duties as an employer in respect of creating a compliant scheme are met and the range of choices available to the individual under Freedom of Pension are taken in the most tax efficient way.
I'm confident that as a client of Andrew David Associates, supported by the sound resources of St. James's Place Wealth Management, you will enjoy an exceptional level of service that you can trust and rely upon.
If you are an existing client and you feel we can offer more, or a potential client who is interested in the services and values we offer, donít hesitate to contact us.
We look forward to being the solution for all your financial requirements.