Welcome to Andrew David Associates
![]() | A member of the St. James's Place Partnership. OUR AIMS: "to delight our clients and be proud of what we do for them" . | |
What we do:
We provide personalised, face to face Wealth Management advice to individuals and businesses from a comprehensive range of Wealth Management products and services, from companies within the St. James's Place Group and also from a range of carefully selected organisations.
We advise on:
- Tax Efficient Schemes
- Investments & Savings
- Retirement Planning & Options at Retirement
- Protecting your family
- Protecting your business
- Inheritance Tax & Estate Planning
- Personal & Commercial Finance

What makes us different:
- Exclusive access to the St. James's Place distinctive Investment Approach
- Access to a carefully selected group of outstanding external Fund Managers
- Regular monitoring of Fund Managers by Investment Committee
- We develop a long term relationship with our clients as their needs evolve
- Weekly Market Bulletin
- Quarterly Investment Magazine
- Fund Manager interviews on SJP TV
- On-Line Access for Clients





