Senior Partner Practice of St. James's Place Wealth Management
With fast approaching 30 years in the personal finance profession it is David’s desire to help people achieve the things that are most important to them. This is still at the heart of everything he does.
David believes getting the most out of life for you and your family has still got to be the most important objectives for anyone's future.
David joins WB Wealth after more than 21 years of running his own St. James's Place Partner Practice.
David commented: “My recent merger with WB wealth has created more opportunities to help, guide and plan for my clients futures. This will in turn help everyone who has plans, achieve everything they want out of life.
Ultimately, my mission is to demystify financial planning for you and give you insight into a series of financial planning strategies. Ones that deliver your vision, the life you want and the outcomes you are seeking quicker than you had hoped. My job is to help you in a way that you don't have to figure out all the answers for yourself."
If this can all be done on a golf course, all the better.”
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.
WB Wealth Limited is registered in England and Wales, Number 08563741. Registered Office: 11 Hamilton Place, Mayfair, London, W1J 7DR.