MGL Wealth Management Ltd

Partner Practice of St. James's Place Wealth Management

Andrew Park DipPFS, Practice Manager

Based in Bishop Auckland, it is my overall responsibility to ensure the smooth day to day running of the office including: client servicing, regulatory requirements and supporting the Director in the development of the Practice.

I have recently completed the St. James’s Place Paraplanning Academy a one-year intense course which has increased my knowledge of financial planning and St. James’s Place propositions and systems. I am now able to design and document appropriate client solutions to expected Business Assurance standards and have achieved my CII Diploma in Regulated Financial Planning.

Previously, I have worked in a number of marketing roles and I am qualified marketing professional with almost 20 years experience. At MGL Wealth Management our most successful marketing is based around providing our clients with a first-class service. Many of our clients become advocates and are happy to refer MGL Wealth Management Ltd to their family, friends and work colleagues.

I share MGL Wealth Management Ltd’s company values of building and sustaining long-term client relationships based on trust and I ensure effective communications within the Practice, to clients and third parties.