Andy Davies
Director and Chartered Financial Planner @Stonebridge Financial Management Ltd
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WORK HISTORY
Director and Chartered Financial Planner @Stonebridge Financial Management Ltd
Chester, GB
ABOUT ANDY DAVIES
Andy is an experienced Financial Services professional who has worked in the advice, platform and investment management sectors for more than three decades. Stonebridge Financial Management are a firm of Chartered Financial Planners who passionately believe in putting our clients at the centre of everything we do and explaining how we can help in plain English. That’s why we prefer not to talk about the products we advise on, but rather on your hopes and concerns, and how we can help you to meet or solve them, today and into the future. After all, no-one wants a personal pension plan, but we all want the safe and secure retirement which comes from investing effectively through our working lives as part of an integrated financial plan. Equally, no-one wants a convertible term assurance policy, but we all value the peace of mind which comes from knowing that our loved ones would be provided for in the event of our early death or serious illness.Andy is a Fellow of the Personal Finance Society, the most prestigious level of professional achievement.
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