Andrew Leppard
DipPFS Cert CII
Hello, I’m Andrew Leppard, Principal of Portsdown Wealth Management.
I’m dedicated to helping businesses, professionals, and families achieve their financial goals and secure their future. A goal-focused planning process and understanding what is important to my clients sets a strong foundation for our ongoing advisory services.
I can help you sleep better at night, knowing you are making sound financial decisions, achieving the peace of mind that comes from financial well-being. If you have never spoken to a financial adviser before, that’s OK, we can travel at your own speed.
If there’s anything specific you’d like to know or discuss about your services, or if you have any questions related to finance or financial planning, feel free to ask. I’m here to help.
Feel free to get in touch, don’t be shy, as we’d love to hear from you.
About
My journey with St. James's Place began in 2007, when I joined a large SJP business in Mayfair, starting as an administrator in the early days and transitioning into an Adviser via the SJP Financial Adviser Academy in 2014.
My children arrived in 2017 and 2019, at which point it was time to leave London and relocate to the South Coast of the UK, where I set up my own Practice, Portsdown Wealth Management, in July 2019.
We have been looking after businesses, families and professionals in London and the South Coast ever since.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
