Partner Practice of St. James's Place Wealth Management
David began his Financial Services career in 1987 with CIS Ltd. Prior to running his own Practice with St. James’s Place, he was a Financial Services Director with Barclays Bank managing a team of Advisers with the High Network clients, personal and corporate clients.
David left the Banking environment in 2009 and joined St. James’s Place to build his own Practice. The practice began with very few clients but focused on high quality client service which continues throughout this practice today.
Having completed 9 wonderful years developing the Practice via personal client introductions David made the decision to semi retire and work with DeMontfort Chase Wealth Management to continue provide a first class client experience.
He is married to Sarah and they have two daughters. Outside of the office, David is a keen cyclist and continues to raise funds for the St. James’s Place Charitable Foundation every year via a cycle challenge.
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.
DeMontfort Chase Wealth Management is a trading name of Newbridge Ltd. Newbridge Ltd is registered in England and Wales, Number 09442024. Registered Office: D5 The Old Grain Store, The Barton Fields Centre, Church Broughton, Derby, DE65 5AP.