David became a Partner Practice at St. James's Place in September 2017 and specialises in the design and delivery of financial solutions for the clients of Pickering and Rye Financial Solutions.
David is a Chartered Financial Planner and joined St. James's Place from Nationwide Building Society where he spent three years as a Senior Financial Planning Manager. Prior to that David was a Regional Manager at Lloyds Bank, responsible for the oversight of a team of financial advisers in London and the south east. He started his career in financial services in 2003 at Lloyds Bank as a Financial Adviser working closely with clients to offer tailored financial advice.
David holds the following qualifications, Advanced Diploma in Financial Planning, Diploma in Regulated Financial Planning, Certificate in Advanced Mortgage Advice and Practice and Certificate in Regulated Equity Release.
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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.