Raymond James, Hampstead
After graduating with a Masters in Economics, Andy began his career in accountancy with EY, building up an understanding of financial accounts. He joined the financial services industry in 2008, a few months before the financial crisis. Joining an Independent Financial Planning company during this period provided Andy with invaluable experience that has defined his philosophy and work ethic. It was apparent that the crisis affected clients in different ways, but one key theme stood out - clients need to fully understand their investment portfolios.
Building on his early experiences, Andy is committed to ensuring his clients fully understand the advice he gives them, as well as how their investments are managed. It is this understanding that helps to develop his relationships with clients, on both a personal and professional basis. The emphasis on client relationships is very much the bedrock of Raymond James, Hampstead.
Andy prides himself on his technical knowledge. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society, having won awards along the way recognising his technical knowledge. Most notably, Andy was awarded the 2014 Insurance Institute of London (IIL) Award for being the highest achiever of all IIL candidates when completing the Advanced Diploma in Financial Planning examinations. He had previously been awarded the IIL ‘Certificate in Financial Planning Prize’ when completing the Certificate of Financial Planning earlier in his career. While having this level of expertise to call on has undoubtedly benefitted his clients, it is Andy’s eagerness to continue learning that ensures his advice remains relevant.
Andy deals with all aspects of financial planning, but his qualifications mean he specialises in pensions and tax planning, where his technical skills can be best utilised.
Financial plans are often not straightforward, so Andy’s ability to explain a complex solution in straightforward language is key to building solid relationships. It is these strong relationships that ensure Andy can focus not just on what his clients want, but also on what they need. It is this desire to focus on building long term relationships that inspired Andy, along with Ed Froggatt, to set up Raymond James, Hampstead, where they can both focus on delivering an exceptional service to their clients across the full financial planning spectrum.
Outside of work, Andy enjoys spending time with his wife and son, and when time permits, the occasional round of golf.
Email: Andy.Butcher@RaymondJames.com | Tel: 020 3883 2811
Ed has worked in Wealth Management for over 15 years, most recently as an Independent Financial Adviser for a small Wealth Management business. For the 10 years preceding that, Ed worked at Lloyds Private Bank, advising clients across Central London on all aspects of their finances. During that time, he was based opposite the Royal Courts of Justice and was focused strongly on the legal profession, guiding individuals on their investments and financial planning.
His past employment has provided Ed with experience in both a large corporate institution with its primary focus on compliance, and in a small independent practice which allowed him to focus on personal service. Together, they have given him a thorough understanding of financial planning in these ever-evolving times, as it is important to be able to provide a personalised service without the constraints of a large corporate institution.
Given the world we live in now, it is vitally important to have respect for the past, a clear understanding of the present and the ability to react wisely for the future. The last 15 years have seen some very challenging times. Ed knows you need to enjoy it when things are going well but perhaps more importantly, he will be there when they are not - whether that is for financial or more personal reasons. He puts understanding and expertise, and - more importantly - his client's objectives, values, and aspirations at the heart of what he does.
Ed recognises that relationships are built on credibility, trust and respect, and these are the core beliefs upon which Raymond James, Hampstead, was founded.
Outside work, Ed enjoys family life. He loves being outdoors and all forms of sport. He keeps fit by running regularly as well as playing golf and fly fishing.
Email: Ed.Froggatt@RaymondJames.com | Tel: 020 3883 2812
Raymond James is the UK private client wealth management arm of the parent company, Raymond James Financial, Inc. (RJF) and commenced trading in 2001.
We are one of over 90 commercially independent practices across the country that is supported by Raymond James, managing over 36,000 client accounts representing total assets of £7.32 billion.*
While we are commercially independent, we benefit from Raymond James’s full compliance and regulatory oversight, breadth of institutional research, comprehensive reporting and the smooth administration of client accounts - all of this underpinned by a well-established, profitable and diversified financial services firm.
* Correct as at 31 March 2017