Andrew Mortimore
Dip PFS
I help individuals and families across the South West of England, and further afield across the UK, make confident, informed decisions about their wealth. With a strong background in banking, investment, and financial services, I specialise in building long-term relationships and delivering personalised wealth management advice tailored to each client’s goals.
Since joining Future Wealth Management in December 2025, I’ve worked closely with clients to navigate financial planning, investment planning, and retirement planning with clarity and confidence.
Outside of work, I enjoy socialising and am actively involved in voluntary work with the Church of England.
Addresses
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.
