Senior Partner Practice of St. James's Place Wealth Management
David was invited to join St. James’s Place as a Partner Practice back in September 2000 having previously provided 15 years’ service to Lloyds bank PLC.
In 2015, due to the success and scale that David’s business had achieved he decided to merge his company with Darren Wood, an existing
St. James’s Place Partner whom he had worked alongside for the previous 10 years, this led to the creation of Navigation Wealth Management.
Central to the Navigation proposition is the experience that each client receives when working with David and Navigation Wealth Management.
David is proud to have built his business through excellent client service, creating strong and lasting personal relationships for nearly two decades.
David provides financial planning to current and retired business owners and self-employed individuals all of whom require bespoke financial advice.
Outside of work David is married to Eleonor and they have four children and whilst David is an avid sports fan he spends most of his spare time running ‘Dad's taxi’!
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.
Navigation Wealth Management Ltd is registered in England and Wales, Number 04654894. Registered Office: The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL.