Supporting you on your journey
At Partridge Financial Limited, we have been helping clients plan their affairs for over 35 years. From those early days, our business has evolved primarily through client recommendations and referrals from professional connections.
We are a small family firm and aim to keep it that way. We are growing because there is demand for our services, but we shall always have the small firm ethos. That way, we keep it personal and control costs.
We passionately believe in the importance of working together to build rewarding relationships and working closely with you enables us to help you fulfil and achieve your goals and aspirations.
Financial advisers frequently confuse their clients with jargon and complex arguments. Our aim is to simplify matters, explaining complex concepts in clear, easy-to-understand language that helps you make decisions rather than hindering them.
Acorns to Oak Trees.
“Someone’s sitting in the shade today because someone planted a tree a long time ago”.
Warren Buffett
Andrew Partridge
Director/Adviser
Andrew has been in financial services for over 35 years. His formative years were with Pearl Assurance, but he quickly realised that to offer good holistic advice, he needed to train to be independent. Initially joining a local firm of accountants to undertake his training, he left to found Partridge Financial in 2002.
In the initial years, he had secretarial support from his oldest sister Sandie, but lately, it has become a family affair with all members of the family joining and working in the firm. The company has grown steadily over the years through having good working relationships with local accountants and solicitors but mainly from existing client referrals.
Outside of work, Andrew likes cars, travelling, eating out, golf, walking the dog, watching most sports, or tinkering in his man cave.
Clare Partridge
Secretary
Scott Partridge
Adviser
Tom Partridge
Office Administrator
Having initially qualified as a chef, Tom joined the firm in 2019 on Sandie’s retirement. He loves the more sociable hours! He has become an important team member responsible for all the administration and accounting within the firm. Nobody likes a list better than Tom. He is a keen footballer in his spare time, likes walking the dog, and keeping fit.
Penny
Meet and Greet
Penny, our Golden Retriever, is the latest addition to the team and will welcome you should you care to visit the office.
Book An Appointment
It all starts with a free, no obligation conversation to understand if the service is right for you. There are no hidden fees or charges, and you’ll only start to pay for the service if you decide to take forward the recommendations we present to you in your tailored financial plan.
Advice and product fees may apply. Tax treatment depends on individual circumstances and may be subject to change in the future. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.
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We’re happy to help you. Ready to start a conversation?
Contact Partridge Financial Ltd. today to learn how we can help you. Through face-to-face or telephone based financial advice, we help you develop lifetime financial plans that factor in your short, medium and long-term objectives.