Andrew at work
After more than twenty years in senior financial services and wealth management roles, Andrew was invited to join St. James’s Place Wealth Management as a Partner and establish his own Practice in 2018. At Macintyre Wealth Management, his role as a director involves working with you to create a bespoke financial plan that matches your personal goals and help to ensure that your plans stay on track over time.
The Practice has grown steadily since 2018 and the work never stops. Andrew is actively involved with clients on a day-to-day basis, developing financial plans and formulating the right advice.
Passionate about the power of financial planning to transform lives, Andrew is a “lifelong learner” and is among the financial planning profession’s most highly qualified practitioners. He has featured six times in the VouchedFor Guide to the UK’s top-rated financial advisers.
Andrew at home
Setting up Macintyre Wealth Management coincided with a big lifestyle move for Andrew and family, away from the outskirts of Edinburgh, to live in the rural countryside near Perth that the family loves. Outside work, you’ll find Andrew enjoying the outdoors around Pitlochry, fishing, sailing, or taking walks with the family dog.
He is an active member of Loch Tummel Sailing Club and likes to get out on the water whenever he can.
Andy is a keen cook who loves to entertain.
Andrew in the spotlight
What was the first album you bought?
Dire Straits: Brothers in Arms
Who are the three people you would invite to your dream dinner party?
Warren Buffet, Charlie Munger and Elon Musk
What is your ‘go to’ dessert?
Name one book you couldn’t put down.
Black Box Thinking by Matthew Syed
What is your favourite holiday destination?
Safari in Botswana
As a Chartered Financial Planner (CII) and a Fellow of the Personal Finance Society (PFS), Andrew is amongst the UK’s most highly qualified financial professionals. This is maintained through his continued professional development. See below to find out more information.
I have been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII). Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
I also received the Insurance Society of Edinburgh Award for Excellence in the Advanced Diploma in Financial Planning exams.
Andrew is accredited by St. James's Place Wealth Management as a specialist in delivering Financial Education in the workplace and to young people in schools. Delivering generic financial education is a key part of our Corporate and Social Responsibility policy of “giving back”.