David accepted the invitation to become a Senior Partner Practice of the highly prestigious St. James's Place in 2009, and this has improved our ability to excel in financial planning, wealth management and client services.

We were established with the philosophy of providing a full financial planning and wealth management service to our clients by establishing long-term trusted relationships between our advisers and our clients. The Practice is in an excellent position to provide a bespoke service for all its clients, and perhaps the clearest indication of our commitment to client satisfaction is that most of our business comes from personal recommendations.

Specialist Service & Advice When It Matters Most

David specialises in investment planning, later life advising, retirement planning, inheritance planning and financial solutions. With a network of advisers we can cover every aspect of financial planning and wealth management with one thing in mind, you. No matter the complexity or depth of the circumstance, a solution clearly communicated to suit your needs is always possible.

Our services include, but are not limited to, the following key areas:

Wealth Preservation

• Onshore and Offshore Investment planning
• Inheritance Tax Planning and Trust* Advice
• Specialist Tax Planning (Corporate & Private)
• Portfolio Management Services
• Annuities and Income Pension Drawdown
• Long Term Care

Business Solutions

• Family Protections
• Income and Disability Protection
• General Insurance

We offer face to face private client consultations in your own home or at our offices.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.