Andrew Down
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Andrew Down Email & Phone Number

Chartered Financial Planner at Clifton Wealth Management Ltd
Location: Greater Bristol Area, United Kingdom 3 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Role
Chartered Financial Planner
Location
Greater Bristol Area, United Kingdom
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Who is Andrew Down? Overview

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Andrew Down is listed as Chartered Financial Planner at Clifton Wealth Management Ltd, a with 3 employees, based in Greater Bristol Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Andrew Down.

Andrew Down previously worked as Associate Consultant at Clifton Wealth Management Ltd, Senior Partner Practice Of St. James'S Place Wealth Management and Trainee Wealth Management Consultant at Clifton Wealth Management Ltd. Andrew Down holds Bsc(Hons) Business Economics from Swansea University.

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Clifton Wealth Management Ltd

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About Andrew Down

Clifton Wealth Management Ltd offers professional wealth management advice to individuals, trustees and businesses, which is specifically designed around their individual circumstances.Our principle is to develop and maintain long-lasting client relationships that are built around a bespoke on-going service.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 02/02/2023

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Andrew Down's current company

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Clifton Wealth Management Ltd
Clifton Wealth Management Ltd
Chartered Financial Planner
49 Princess Victoria Street, Bristol,England BS8 4,United Kingdom
Employees
3
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3 roles

Andrew Down work experience

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Chartered Financial Planner

Current

Bristol, United Kingdom

I joined Clifton Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management, in April 2013. At this time, I was invited to attend the St. James's Place Academy Programme, which has further developed my technical knowledge and experience within the profession. I continue to develop my technical financial skills, completing further professional qualifications, and have recently been appointed as a Charted Financial Planner.I now operate as a Chartered… Show more I joined Clifton Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management, in April 2013. At this time, I was invited to attend the St. James's Place Academy Programme, which has further developed my technical knowledge and experience within the profession. I continue to develop my technical financial skills, completing further professional qualifications, and have recently been appointed as a Charted Financial Planner.I now operate as a Chartered Financial Planner to the Practice, working alongside the Director of the Practice, Nicky Harrison. We advise our client's on all aspects of their individual and corporate financial planning requirements, including; financial protection, retirement planning, investment planning and wealth protection. More details available on our websites:Personal - www.sjpp.co.uk/nickyharrisonBusiness - www.cliftonwealthmanagement.co.uk/business Show less

Jan 2018 - Present

Associate Consultant

Clifton Wealth Management Ltd, Senior Partner Practice Of St. James'S Place Wealth Management

Bristol, United Kingdom

Mar 2014 - Jan 2018

Trainee Wealth Management Consultant

Clifton Wealth Management Ltd

Bristol, United Kingdom

Apr 2013 - Mar 2014
2 education records

Andrew Down education

Education record

Bristol Grammar School
FAQ

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What company does Andrew Down work for?

Andrew Down works for Clifton Wealth Management Ltd.

What is Andrew Down's role at Clifton Wealth Management Ltd?

Andrew Down is listed as Chartered Financial Planner at Clifton Wealth Management Ltd.

Where is Andrew Down based?

Andrew Down is based in Greater Bristol Area, United Kingdom while working with Clifton Wealth Management Ltd.

What companies has Andrew Down worked for?

Andrew Down has worked for Clifton Wealth Management Ltd and Clifton Wealth Management Ltd, Senior Partner Practice Of St. James'S Place Wealth Management.

Who are Andrew Down's colleagues at Clifton Wealth Management Ltd?

Andrew Down's colleagues at Clifton Wealth Management Ltd include Jon Barnfield.

How can I contact Andrew Down?

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What schools did Andrew Down attend?

Andrew Down holds Bsc(Hons) Business Economics from Swansea University.

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