Andrew Davies-Rounds
DipPFA
Andrew has over 23 years’ experience in financial planning, having previously worked with major mortgage brokers before moving into financial groups as a Financial Adviser. He is the practice Principal and prides himself on providing a holistic, high-level financial planning service to his clients as their financial needs evolve over the years.
About
Throughout Andrew's time as a Financial Adviser, the corner stone of his business has been building successful client relationships based upon providing sound value for money financial planning.
Andrew's aim is to build an on-going relationship with you over a number of years in all areas to suit your ever-changing needs throughout your life as your priorities will change, for example: buying your new home, providing for the comfort and security of your family and children, and then on through to planning and enjoying your retirement.
Testimonials
I approached Andrew Rounds a few years ago to invest some money, both for my company and for myself due to Bank interest rates making no returns. I am extremely happy with the service that Andrew has provided for me. I would recommend Mr Rounds to anyone looking to invest for their future.
We were having problems with my husband's pension provider and approached Mercian Wealth to help. They were very helpful, giving advice and explaining the pros and cons of transferring his pension. There were some hurdles to jump through but, if we had any questions, they were always available ...
We have been clients for many years and have always been given excellent service. As my husband is self-employed, it's always a headache getting mortgages and finance sorted but Lee always works hard to find the best, most suitable deals for us and guides us through from start to finish. Always a...
For almost 20 years I have heeded the bespoke guidance Andrew has provided. It's clear to see how his sound advice has benefited me and my family. It would be difficult to calculate the benefit in monetary terms but suffice to say I am living much more comfortably today than I otherwise would be ...
Whilst I've only been with them a short period of time, I have found them very professional and informative. They have always been there when I have needed to speak to them, providing great advice.
Andrew has given great advice on my Retirement Plan and future investments for my retirement. Would recommend him to anyone requiring this service.
The service I received from Lee was fantastic; always keeping me updated on progress and was always in communication with me. I will definitely be using again and would not hesitate to recommend to anyone wanting a professional and reliable service.
As a first-time buyer I couldn't have asked for better. They went over and beyond to help and support me. I have and will continue to recommend them to everyone I meet.
I would like to take this opportunity to thank St. James's Place for the help that you and the team have provided us over the recent months with the purchase of our property. The service you have provided has been excellent. Thank you all.
Excellent service, excellent advice. Andrew always comes to visit me, which is really convenient and provides very good advice and investment recommendations suitable for me based on my personal circumstances.
Andrew has always provided a first class service. He has always provided sound advice with my best interests at heart. Easy to talk to, friendly and relaxed.
We are very pleased with the good, professional way in which Andrew always presents and with the sound advice received.
Andrew Davies-Rounds has been my financial adviser for at least 15 years. He always gives me advice which I understand and is in my best interests. I have recommended Andrew to my two daughters in connection with their house purchases, and I believe my one daughter has even passed his name onto...
After knowing Andrew Davies-Rounds for many years, he continues to provide a trusted service. I have referred him on to friends in the past and continue to do so in confidence, knowing that he will not let them down in providing a knowledgeable service to them.
My partner Roger suggested that I put my financial concerns in the hands of Andrew Davies-Rounds and I have not been disappointed. He offers good advice and finds time to sit and answer questions we have on all of our pension and investment matters; drawing our attention to issues we sometimes h...
Andrew was recommended to me and I would not hesitate in recommending him and the team at Mercian Wealth Management to others. He is extremely knowledgeable and takes the time to ensure you understand what is being explained, providing very sound advice on all manner of financial matters.
Information is always informative and delivered in a friendly manner. I would happily recommend Andrew to anyone with an investment need. I look forward to a long and happy association.
From our initial contact with Mercian Wealth we were treated with the utmost courtesy and received sound and trustworthy advice. Lee Wadlow was assigned to help us as a case manager for our mortgage application, he always put our interests first and was always on hand when help and support was n...
Andrew has consistently given sound advice. I have total trust in him and his integrity.<br>I would recommend him to anyone in complete confidence.
Andrew and his team came to our rescue at a very stressful time. We were in the middle of totally refurbishing our new home when the mortgage in place fell through. Andrew took the time to understand our requirements and provide a number of solutions. The whole process was efficient and profes...
The team at Mercian Wealth are always knowledgeable and helpful regarding my investments. The service received has been excellent and I would have no hesitation in recommending Andrew to anyone.
Friendly, professional and trustworthy. Lee and Andrew made our first step on to the property ladder as stress free as possible. I cannot thank them enough for all the hard work they put in to making the purchase of our first home a success. I would highly recommend and you most definitely hav...
Andrew Davies-Rounds has provided excellent support from start of our investment. Giving good sound advice and we would not hesitate to recommend Andrew to anyone thinking of investing for whatever reason.
When we spoke to Andrew we immediately felt reassured. He knew exactly what would be the best products for us at the best price. The proof of which was when our 10 years old son was diagnosed with a critical illness. The money from a policy Andrew had advised us on meant we could concentrate on h...
Excellent service provided. My questions were answered and I never felt rushed or pressured, which I feel is essential when making financial decisions. I would recommend them to any of my friends or family. Many thanks Emma Eadie
When our daughter was born we decided it was time to buy our first home, but we were concerned that Bobby's income, working as a subcontractor would make it impossible for us to get a mortgage. He earns really good money but there is no basic pay and his income varies from one week to another. Ou...
I approached Andrew Rounds a few years ago to invest some money, both for my company and for myself due to Bank interest rates making no returns. I am extremely happy with the service that Andrew has provided for me. I would recommend Mr Rounds to anyone looking to invest for their future.
We were having problems with my husband's pension provider and approached Mercian Wealth to help. They were very helpful, giving advice and explaining the pros and cons of transferring his pension. There were some hurdles to jump through but, if we had any questions, they were always available ...
We have been clients for many years and have always been given excellent service. As my husband is self-employed, it's always a headache getting mortgages and finance sorted but Lee always works hard to find the best, most suitable deals for us and guides us through from start to finish. Always a...
For almost 20 years I have heeded the bespoke guidance Andrew has provided. It's clear to see how his sound advice has benefited me and my family. It would be difficult to calculate the benefit in monetary terms but suffice to say I am living much more comfortably today than I otherwise would be ...
Whilst I've only been with them a short period of time, I have found them very professional and informative. They have always been there when I have needed to speak to them, providing great advice.
Andrew has given great advice on my Retirement Plan and future investments for my retirement. Would recommend him to anyone requiring this service.
The service I received from Lee was fantastic; always keeping me updated on progress and was always in communication with me. I will definitely be using again and would not hesitate to recommend to anyone wanting a professional and reliable service.
As a first-time buyer I couldn't have asked for better. They went over and beyond to help and support me. I have and will continue to recommend them to everyone I meet.
I would like to take this opportunity to thank St. James's Place for the help that you and the team have provided us over the recent months with the purchase of our property. The service you have provided has been excellent. Thank you all.
Excellent service, excellent advice. Andrew always comes to visit me, which is really convenient and provides very good advice and investment recommendations suitable for me based on my personal circumstances.
Andrew has always provided a first class service. He has always provided sound advice with my best interests at heart. Easy to talk to, friendly and relaxed.
We are very pleased with the good, professional way in which Andrew always presents and with the sound advice received.
Andrew Davies-Rounds has been my financial adviser for at least 15 years. He always gives me advice which I understand and is in my best interests. I have recommended Andrew to my two daughters in connection with their house purchases, and I believe my one daughter has even passed his name onto...
After knowing Andrew Davies-Rounds for many years, he continues to provide a trusted service. I have referred him on to friends in the past and continue to do so in confidence, knowing that he will not let them down in providing a knowledgeable service to them.
My partner Roger suggested that I put my financial concerns in the hands of Andrew Davies-Rounds and I have not been disappointed. He offers good advice and finds time to sit and answer questions we have on all of our pension and investment matters; drawing our attention to issues we sometimes h...
Andrew was recommended to me and I would not hesitate in recommending him and the team at Mercian Wealth Management to others. He is extremely knowledgeable and takes the time to ensure you understand what is being explained, providing very sound advice on all manner of financial matters.
Information is always informative and delivered in a friendly manner. I would happily recommend Andrew to anyone with an investment need. I look forward to a long and happy association.
From our initial contact with Mercian Wealth we were treated with the utmost courtesy and received sound and trustworthy advice. Lee Wadlow was assigned to help us as a case manager for our mortgage application, he always put our interests first and was always on hand when help and support was n...
Andrew has consistently given sound advice. I have total trust in him and his integrity.<br>I would recommend him to anyone in complete confidence.
Andrew and his team came to our rescue at a very stressful time. We were in the middle of totally refurbishing our new home when the mortgage in place fell through. Andrew took the time to understand our requirements and provide a number of solutions. The whole process was efficient and profes...
The team at Mercian Wealth are always knowledgeable and helpful regarding my investments. The service received has been excellent and I would have no hesitation in recommending Andrew to anyone.
Friendly, professional and trustworthy. Lee and Andrew made our first step on to the property ladder as stress free as possible. I cannot thank them enough for all the hard work they put in to making the purchase of our first home a success. I would highly recommend and you most definitely hav...
Andrew Davies-Rounds has provided excellent support from start of our investment. Giving good sound advice and we would not hesitate to recommend Andrew to anyone thinking of investing for whatever reason.
When we spoke to Andrew we immediately felt reassured. He knew exactly what would be the best products for us at the best price. The proof of which was when our 10 years old son was diagnosed with a critical illness. The money from a policy Andrew had advised us on meant we could concentrate on h...
Excellent service provided. My questions were answered and I never felt rushed or pressured, which I feel is essential when making financial decisions. I would recommend them to any of my friends or family. Many thanks Emma Eadie
When our daughter was born we decided it was time to buy our first home, but we were concerned that Bobby's income, working as a subcontractor would make it impossible for us to get a mortgage. He earns really good money but there is no basic pay and his income varies from one week to another. Ou...
I approached Andrew Rounds a few years ago to invest some money, both for my company and for myself due to Bank interest rates making no returns. I am extremely happy with the service that Andrew has provided for me. I would recommend Mr Rounds to anyone looking to invest for their future.
The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
