info@spawealthmanagement.co.uk0796872116301423 806 161

Based in North Yorkshire, 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 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.

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Customer Reviews

Jonathan, retired manufacturer

“We have known Andy for upwards of 30 years, and throughout that time we have enjoyed his friendly, helpful advice on all things financial. We rely heavily on his guidance, and we would have no hesitation in recommending him and Spa Wealth.”

York

David, retired engineer

“I have been advised by Andy for years and have always received clear advice throughout, adapting to my circumstances promptly as they changed over the years. I have no hesitation in recommending discussing your financial needs with Spa Wealth Management.”

Harrogate

Derek, company director

“We’ve been thoroughly impressed with the advice and support provided by Spa Wealth. Their guidance has been clear, professional, and thoughtfully tailored to our individual circumstances, giving us real confidence in our financial planning. We wouldn’t hesitate to recommend their services to others seeking reliable and personalised financial advice.”

Harrogate

Anne, retired teacher

“I could not be happier with the service I receive from Spa Wealth. I have known Andy for many years and have every confidence in him. He is always very professional, provides clear information and options and has delivered very good outcomes. I have no reservations in recommending this service.”

Knaresborough

Christian, managing director

“I first contacted Spa Wealth based on recommendations from others. From first contact I was impressed by their professional manner, real world advice and genuine can-do attitude. Andy’s experience shows in the advice he offers. I would be more than happy to recommend them to anyone, and I have.”

Harrogate

Glynn & Kate, retired local government and NHS

“We have known the adviser from Spa Wealth for many years and know that he, and Spa Wealth, provide us with financial advice and support that we both trust and know that we can rely on. We would have no hesitation in recommending Spa Wealth to others.”

Leeds

Glynn & Kate, retired local government and NHS

“The pension advice and guidance I received from Spa Wealth has enabled me to retire before I thought I would be able to do so! As someone who struggled to understand the world of pensions, the advice I have received has always been clear, concise and prompt, therefore I would be more than happy to recommend Andy and the team.”

York

Dr B, NHS consultant

“Andy has been my financial adviser for a number of years. I have every confidence in his advice and would highly recommend the services of Spa Wealth.”

County Durham

Jonathan, construction professional

“Andy has supported our family for a long time and adapted his advice patiently & professionally as our family needs have evolved. He continues to support us in our financial planning and has kindly introduced our eldest daughter to the world of investments and pensions.”

York

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