Andrew Connolly - Restricted Whole of Market

Restricted Whole of Market Adviser for older people and their families

What does it do?

I am a Restricted Whole of Market Adviser to older people and their families.

I do this in whichever way suits my client - in their home or at my office.

My particular specialisms are:

  • Paying for care
  • Equity release*
  • Inheritance tax planning
  • Pensions
  • Savings and Investment planning
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

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.

*This is a lifetime mortgage or home reversion place. To understand the features and risks associated with such products, please ask for a personalised illustration.

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of CW111HU.

How to access or apply for it:

Please phone or email me, as above.

Additional information:

My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.


The Andrew Connolly 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.

Classification(s):

Info last updated:

01/07/2021
Provider
The Andrew Connolly Practice, 6 Hope Street, Sandbach, Cheshire, CW11 1BA