Andy is the founding Partner of Nine Wealth Management, a Senior Partner Practice of St. James's Place Wealth Management. He has over 25 years experience in the insurance and financial services industries and has been a Partner at St. James's Place for the last eight. Andy focuses primarily on the SME/Business owner market and successful high net worth individuals, including sports professionals. Andy, as a business owner himself, understands and appreciates the challenges of running a business and the need for security whilst striving to maximise the end goal. Andy offers bespoke wealth management advice helping clients achieve their financial goals and long-term security through cash flow modelling.
Andy was educated at Swansea and Cambridge Universities, playing in the 1989 and 1990 Varsity Match at Twickenham. He was a professional rugby player with Cardiff and Swansea and represented Wales at all levels including Wales at the 1991 World Cup. He also had the honour of playing for Crawshays, Scottish Co-optimists and The Barbarians on many occasions. Andy is an Ambassador for local charity Velindre Cancer Centre and on the Board of The Cardiff Blues Former Players Foundation, as well as the St. James’s Place Charitable Foundation for the Cardiff area.
A keen sportsman, Andy continues his passion by playing golf and also attends the gym regularly to keep himself fit. At home, Andy relaxes with his new interest in cooking and also enjoys spending time with his wife and three daughters.
Simon was educated at University of South Wales where he obtained first class honours in Accountancy and Finance, alongside representing the University’s Rugby 1st team. He went on to play semi-professional rugby in the Welsh Championship League whilst studying to become a Chartered Accountant. Simon is working towards becoming a chartered financial planner.
Simon has an active lifestyle, with a keen interest in most sports, particularly rugby, squash, skiing and more recently cross fit. Simon is a proud father of one boy ‘Morgan’ and fortunate to have a loving wife ‘Angharad’ who puts up with him!
With day-to-day responsibility for managing the organisation, Lianne supports Nine Wealth in the design, development and continuous improvement of their client relationship management. Lianne is a non-practicing Chartered Accountant, previously having worked for Ernst and Young in London and Deloitte in Cardiff.
Outside of the office, Lianne enjoys playing tennis, keeping fit and spending time with family and friends.
Abigail has supported members of the St. James’s Place Partnership for the past 3 years previously providing administrative support to the Partners and advisers. She plays a vital role in co-ordination, communications and document exchanges between Partners, clients, providers and St. James’s Place. Prior to working for Nine Wealth Management, Abigail had previously worked for an independent Financial specialist firm, where she worked in the administration department.
Abigail graduated from the University of Wales Trinity Saint David’s Swansea Metropolitan with a BSc (Hons) In Computing and information Systems, and later a master’s degree in applied computing.
In her spare time Abigail enjoys following all sports, particularly supporting the rugby and has recently joined her local netball league and regularly attends Tae Bo and Boxercise fitness classes. Aside from this, Abigail enjoys taking her dog Milo for long walks on the weekends along the local sea front. This year, Abigail will be taking part in the big walk for Prostate Cymru for the second time and hopes to raise as much as she can to help this vitally important charity.
Deborah has joined Nine Wealth Management as an administrator, supporting the team in day to day activities such as document processing, diary management and client support.
Deborah has previously studied Economics, Finance and Marketing at College and has more recently graduated from Cardiff Metropolitan University with a first class BA (Hons) in Events Management, focusing primarily on conferencing and exhibitions. Given Deborah’s background, she will become heavily involved in marketing and events management for the company.
In her spare time Deborah enjoys travelling (having most recently explored Singapore, Thailand, Malaysia and Bali), hiking and festivals, as well as enjoying supporting the NFL and Welsh Rugby. Deborah is also very family focused and spends a lot of her time with her nephew and twelve godchildren, organising parties and events for them to enjoy.