Andrew Mitchard

Dip FA Cert PFS CeMAP CeLTM MLIBF SOLLA

AM WEALTH MANAGEMENT

07838 172 670

01845 577 582

financial advisors in my area

Our service is grounded in the highest professional standards. We recognise that each of our clients are unique and, as such, deserves a bespoke service tailored to their own financial needs and future aspirations.

We work closely with all of our clients building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed when it is needed. Andrew has over 30 years experience in the financial services industry, helping others make the most of their money and realise their financial goals.

FCA regulated

Over 30 years experience

No-obligation, one-hour initial consultation

Covers whole of Yorkshire area, East Lancashire and North Manchester

 

Areas of expertise:

Investment Planning & Savings

Retirement Planning

Later Life Advice

Retirement Income

Inheritance Planning

LOCATION

Orchard House

Dalton

Thirsk

YO7 3HY

 

 

 

SERVICES

AM Wealth Management provides a broad range of financial planning services including:

Investment Planning & Savings

Retirement Planning

Inheritance Planning

Later Life Advice

retirement planning

QUALIFICATIONS

Andrew has worked as a financial advisor for over 30 years and is qualified to offer advice in a number of areas.

Certificate in Financial Planning (Cert PFS)

Diploma for Financial Advisors (DipFA)

Certificate in Mortgage Advice and Practice (CeMaP)

London Institute of Banking and Finance (MLIBF)

Member of the Society of Later Life Advisors (SOLLA)

 

qualifications

REVIEWS

Read client reviews and ratings for this advisor.

Create your own review for this advisor.

  
 

READ & CREATE REVIEWS

 

reviews

 

 

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.
Your responsibility Please note that whilst Financial Advisor Finder undertakes to ensure that the information provided on this website is correct, it is your responsibility to confirm its accuracy with the financial advisor. Any decisions you may take after contact with a financial advisor must be made by you on the basis of your own investigations.