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Tel: 01969 625053


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Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Andrew Partridge, Director
Tel. 01969 625053
Andrew has been involved in financial services for over 30 years the majority of which has been as an Independent Financial Adviser. The world of financial services is both challenging and rewarding and everybody's situation is in some way different. The ultimate goal is to try and help clients achieve their objectives and this is achieved by having great relationships with my clients. I'm fortunate to have been in the job long enough to see many clients retire happily and enjoy great retirements without any financial worries and that is enormously rewarding. It takes commitment from the client but it's achievable if you have a plan.

Integrity is vital in life and especially so in financial services. I've been in the profession long enough to see the good and the bad and Integrity isn't always what it should be.

Managing clients wealth takes up the majority of my time as I monitor the vast majority of my clients portfolio's on a monthly basis. I used to do annual reviews but with the industry and fund managers changing so much I introduced a new monthly review service for my clients some years ago and we have never looked back. This system monitors and ranks every fund monthly and if it falls below a certain threshold my clients are told to sell the fund and move it to the highest ranked and better performing fund within it's sector. This involves no change in the risk with the portfolio as all the moves are with the same sectors. If everything's fine they you are told everything's fine. This gives my clients the reassurance that their portfolio is being constantly looked after - month after month.

Outside work Andrew likes to spend his time coaching junior football, watching his eldest son play football, walking his beloved golden retriever Olly, or messing around with his cars on top of his numerous positions on various council, charities etc. He see's his wife occasionally and is currently working on getting a better work life balance!!
Sandra Baites, Secretary
Tel. 01969 625053