Andy Lewis Hons Dipfa

Financial Adviser @John Scott Davidson Ltd

Edinburgh, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2023 — Present

Financial Adviser @John Scott Davidson Ltd

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Edinburgh, GB

EDUCATION

N/A

LIBF

CertLTCP

N/A

The London Institute of Banking & Finance

Diploma in Financial Advice (DIPFA)

1996 — 2000

University of Strathclyde

2:1 BA HONS

SKILLS

Trade MarketingBrand ManagementFoodGroceryForecastingKey Account DevelopmentWholesaleNational AccountsRetailCategorizationCustomer MarketingBeverage IndustryAccount ManagementSales Management

ABOUT ANDY LEWIS HONS DIPFA

As a Financial Adviser with John Scott Davidson Ltd,(Partner Practice) I provide Financial planning and wealth management solutions to individuals, business owners and corporate executives of all ages and circumstances. I focus upon- Helping my clients to visualise & articulate their hopes, dreams & goals…- Evaluating with them what their options could look like to achieve those goals via the creation of a holistic financial plan… - Motivating and empowering them to take action to execute the plan- And, through the development of long-term trusted relationships, regularly review things with them to help them remain on-track.I have satisfied rigorous criteria relating to professional qualifications & ethical good practice, ensuring that I am able to provide the best possible levels of service to meet my clients’ protection, investment and retirement needs. At John Scott Davidson Ltd, we are backed by St. James’s Place, who are one of the UK’s largest wealth management firms.I have an Honours degree in Economics & Marketing from the University of Strathclyde and prior to becoming an adviser, I worked within the consumer goods industry for 23 years with global organisations such as Kraft Foods & Heineken. I am passionate about ensuring that my clients have a Financial plan in place that will allow them and those close to them to live life by design rather than default.When not working I enjoy spending time with my wife, two daughters and our Labrador called Piper. I coach my daughter’s Football team and when time allows I love a game of golf. If you would like to reach out to me with no obligation, please feel free to connect with or message me on LinkedIn or if you’d prefer, send me an email at a••••••••@sjpp.co.ukThe value of an investment with St. James\'s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.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). The St. James\'s Place Partnerships\' and the titles \'Partner\' and Partner Practice are marketing terms used to describe St. James\'s Place representatives.SJP Approved 14/10/2025.

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Andy Lewis Hons Dipfa — Financial Adviser at John Scott Davidson Ltd in Edinburgh, GB | Unifers