About Us

Based in the Spa town of Harrogate, it is the culmination of a long held dream of mine to be able to provide high quality, independent advice in an ethical and engaging way.

Investment and pension planning can be a complicated and confusing area for many individuals and I try to cut through the jargon ensuring my clients thoroughly understand why and how I can help them achieve their financial goals whilst minimising risk.
Andy

Andy Roberts

Principal Spa Wealth Management
Independent Financial Adviser.

Andy has been advising clients in North Yorkshire and London for over 20 years. During that time, he has run his own IFA practice, and was latterly a Senior Partner with a national Wealth Management company.

Andy has always tried to provide simple solutions to what can be complex financial situations. He also strongly believes that the customer always comes first.

Andy enjoys spending time with his family and this can often involve walking, cycling running and sailing, but generally not all at the same time.
WHAT PEOPLE SAY

CUSTOMER REVIEWS

  • “I’ve know Andy in both a business and personal capacity for almost 20 years and have found him to be knowledgeable, personable and trustworthy across a wide range of personal and financial issues”

    Harrogate

  • Andy Roberts has been our financial advisor for over a decade - when he began working with us he was very helpful in separating the financial wheat from the chaff with redundant policies, setting up ISAs and guiding us wisely regarding our savings. In the last few years Andy has helped us in the planning of the end of my career in the NHS as I worked towards retirement and he has helped my wife and I with our pensions, in my case negotiating the lifetime allowance implications. Andy has been a reliable and approachable advisor who has provided accessible and grounded advice to help us in our financial decisions. He is a warm and personable man whom we found it most enjoyable to work with.

    Retired NHS Professional

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