About us

A wealth of expertise on your doorstep 

We are a family run business offering personalised face to face financial planning advice to individuals, families and businesses. We offer the tactility of a small family office but with the strength and resources of a large FTSE100 company, St. James's Place. 

Since we set up Andrew David Associates in 2008 to provide financial advice through tailored, individual, high-quality service; we have grown our business beyond our wildest dreams and been delighted to have successfully supported our clients to achieve their financial goals. 

Over the years, there have been many changes which have impacted us personally and professionally. 2020, in particular, was an extraordinary year for everyone and many of us have re-evaluated our priorities and made changes in our private and working lives. 2021 will be another transformative year for our business, as David Murphy, who founded the company with Andrew 13 years ago, has now retired from the business and we wish him the very best for his retirement.

At the same time, Jack Start, who originally joined the business in 2014 as an Office Administrator, qualified as a Financial Adviser in May, and joins Andrew and Nathan in supporting the business going forward. 

We very much believe in building and maintaining long term client relationships based on trust, great service and quality advice, and offer specialist advice in a wide range of areas including: 

Private clients

  • Protection Planning 
  • Retirement Planning 
  • Investment Planning 
  • Inheritance Tax 
  • Long Term Care
Corporate Clients
  • Corporate Protection 
  • Corporate Pensions 
  • Employee Benefits 
  • Commercial Funding 

Please free to contact us if you have any queries regarding the above – and we would be delighted to have an initial and no obligation chat.

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