Building long-term relationships, one financial goal at a time
Welcome to The Andrew Connolly Practice, a leading wealth management advisory firm based in the UK. Our mission is to provide our clients with financial advice of the highest quality, in a friendly yet professional manner. By regular communication with our clients, we build long-term relationships with them, based upon mutual respect and trust. This depth of understanding helps ensure we can develop creative solutions and strategies for their changing financial requirements over time and thereby provide financial peace of mind.
Our Services
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. Our advice is tailored to meet your personal and/or business objectives, and we do not provide 'off-the-shelf' solutions. Instead, we put our clients at the heart of everything we do, working with you to help you achieve your financial goals. Our services include wealth management advice to individuals and businesses, helping you to manage cash and borrowings, gain financial protection against risk, and build or preserve wealth.
Our Partnership with St. James's Place
Our business is part of St. James's Place's network of financial advisers, also known as the Partnership, which is one of the largest groups of accredited and Chartered advisers in the country. We own and run our business, but the products and services we recommend to you are created and managed by St. James's Place. This partnership allows us to focus our time on you, our clients, and the advice that we provide to help you achieve your goals, while St. James's Place handle the management of products, reviewing fund managers, and other administrative tasks.
Our Approach
We believe in building long-term relationships with our clients, based on mutual respect and trust. We take the time to understand your financial goals and objectives, and develop creative solutions and strategies to help you achieve them. We also recognize that no single investment house has a monopoly on investment expertise, which is why we carefully select a number of external managers to manage our range of funds. This approach allows us to provide our clients with access to experts in the field, and ensures that our investment management approach is always in the best interests of our clients.
Overall Impression
The reviews highlight a positive experience with a team of experts who are knowledgeable and friendly. The reviewer, Mike Sims, has given the highest rating of 5 stars, indicating a extremely satisfied customer.
Teamwork
The review emphasizes the importance of teamwork, stating that the team is "great" and "very knowledgeable and friendly". This suggests that the team's collaborative effort has led to a successful outcome.
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