David followed in the footsteps of his father & grandfather and entered the financial services industry in 1993.
Working with families and businesses for over 25 years, David has enjoyed building long-term lasting relationships with his clients and enjoys the challenges of trying to achieve their goals.
David joined St. James's Place in 2016 before co-founding JD Wealth Management as a Partner Practice of St. James's Place in 2020.
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.