Welcome to Andrew David Associates

We provide both private and corporate clients with personalised face-to-face wealth management advice.

Promotions

Item 1 of 6

Chartered Status

Chartered Status 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. 

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.

Testimonials

Item 1 of 2
The service provided by Nathan and the Team has always been first class. They are very good at keeping you up to date on matters and quickly respond to any questions you may have in a clear and precise manner.
Private Client

SJP Approved 16/10/2023

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.

Andrew David Associates is a trading name of Andrew David Associates (Holdings) Ltd. Andrew David Associates (Holdings) Ltd is registered in England and Wales, Number 13078570. Registered Office: 21 Church Road, Poole, BH14 8UF.