Welcoming Newest Practitioner Andrew Grice
I’m Andrew Grice a Financial Planner at Fylde Wealth Management, which is a Partner Practice at St. James’s Place. I started in September 2014, qualifying with DipPFS, having previously been a Director in a 70 year old family business.
We offer holistic planning both for individuals and businesses. Predominantly the business is split into three key core areas with an overall tax efficient plan in mind:-
1. For clients with concerns regarding risk to their business or family, should they not be able to work, ie protection needs...
2. Investments, from a basic ISA, Unit trusts, bonds, or VCT and EIS’s. This may involve regular contributions to lump sums...
3. Or pension planning to give individuals the retirement that they dream about. It’s all about the planning. This may involve ensuring that a business is meeting its legal obligation regarding Auto-enrolment or planning to save corporation tax bills for a Limited Company Director...
I pride myself on building a long-term relationship with my clients and agree a level of service that they are happy with. This maybe having an annual review, issuing regular bulletins or quarterly Investor Magazines. It’s not about a transaction over the counter and not talking again, objectives and portfolios change and this needs discussing!
I see the Business Clinic as a great network to new business owners that I may be able to help with my past experiences and hopefully impact on them in a positive way! But life is always about learning something new and I’m sure that I will pick up some great tips from other successful business owners.
Life has very recently changed for me as I now have a 5 month old baby boy called Austin, which has been a massive driver and motivation for me and my wife, Gill. It’s certainly takes a lot of any spare time I had, however away from work I love road cycling and until recently competed at a good level. We also have a 13 year old Border Collie called Holly who takes up the rest of our time with walks as she is also still very active! Other hobbies and interests include currency trading, property renovations and F1 motorsport...
My “Top tip’ to any business owner is be ethical, honest but most of all enjoy what you do as you are only here once.
Many thanks for taking the time to read this and hope to meet in the near future through the Business Clinic.
Fylde Wealth Management
Partner Practice at St. James's Place Wealth Management
Elm Bank |Fleetwood Road
Esprick | PR4 3HJ
07786 998 558 - 01253 836520