Senior Partner Practice of St. James's Place Wealth Management
David London FPFS - Director, Chartered Financial Planner
David joined PD Financial Management Limited in 2016 after joining St. James's Place Wealth Management business as a Senior Partner Practice in 2013. David has a wealth of knowledge and experience in the financial services industry having previously enjoyed an extremely successful career with HSBC Bank.
David is proud to have achieved Chartered Status and is a Fellow of the Chartered Insurance institute, which is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.
You should therefore be confident that as a Chartered Financial Planner, David can be relied upon to consider your personal circumstances and devise a plan to help you meet your needs, fulfil your aspirations and help provide you with a secure financial future.
Areas I specialise in: Business Protection | SIPP/SSAS | Tax Efficient Investment Planning | Later Life Planning | Aspects of Business Exit Planning
Outside of work, David loves spending time with his young family. He is a keen sportsman enjoying football, running and about to take up cycling.
Contact David London FPFS - Director, Chartered Financial Planner
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.
PD Financial Management Limited is registered in England and Wales, Number 5123232. Registered Office: The Auction House, 87-88 St. John's Road, Stourbridge, West Midlands, DY8 1EH.