Since I joined Andrew David Associates in 2014, I have obtained valuable experience within the industry which has helped me to progress to becoming a Financial Adviser within the business. I pride myself on breaking down complex topics, into a language that everyone can understand which I believe is really beneficial to my clients.
I help both young & established professionals to build a plan that helps them to achieve financial security. I seek to understand the important things in my clients’ lives & help plan for these events ahead of time. I help my clients to:
- Build & Protect their Wealth
- Plan for their Retirement
- Ensure Tax Efficiency of both Personal and Business Assets
At Andrew David Associates, we are a family business based in both Wimborne & Lombard Street, London – I look to develop relationships with:
Away from work, I like to spend time socialising with my friends at the beach and I am always looking for new places to explore. I am also a very keen Bath Rugby fan.
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.