Merlin Andrew
MA, MBA, DipPFS
Merlin brings a diverse background to Hill Fort Financial Planning. Following a career in the military and a period as a London-based consultant, he now pursues his passion for helping others achieve their financial goals. He is motivated by the positive outcomes that investment planning can bring to people's aspirations when the right support is in place.
About
Hill Fort Financial Planning has its origins in a long-standing commitment to helping people make better financial decisions. The Practice grew from Merlin’s early interest in financial markets, introducing friends and colleagues to the value of disciplined investing and guiding them through key financial milestones. Establishing Hill Fort was a natural evolution of that informal support into a professional, structured service designed to offer clarity, confidence, and long term partnership to clients.
Today, the Practice serves a broad range of clients with diverse financial goals, underpinned by a strong focus on trust, responsibility, and technical rigour. A significant area of our work lies in supporting families and business owners with the smooth transition of wealth across generations — a complex and often sensitive aspect of planning that Hill Fort is well positioned to manage.
Addresses
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.
