Andrew Lochrie
Cert CII (MP), Dip PFS, MA
I graduated from the University of Cambridge with a degree in Mathematics. After spending two years teaching at a high school in North London, I joined J P Morgan and subsequently spent almost fifteen years working in global investment banks in both sales and trading functions, developing long standing relationships with institutional investors.
In 2018, after having become a father to Finlay and James and desiring the flexibility that having a family calls for, I decided it was the time to set up my own financial planning business as a Partner Practice of St. James's Place.
About
As a client of St. James's Place myself, I have ultimate confidence in their unique Investment Management Approach. I am reassured by the knowledge that the investments I have made are being meticulously monitored and handled by their ‘best of breed’ selected fund managers.
Now, I am able to use my skills, qualifications and years of experience to help educate, inform and guide others when it comes to their personal finances.
I would be delighted to talk to you about any of your financial needs so please get in touch.
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.
