In addition to providing general financial planning and investment services to Andrew David Associates clients, I also provide a deep level of expertise with regards to Trust and Estate Planning*.
Having been active within the financial services industry for over 23 years obtaining vital experience in face to face advice, business to business, product manufacture and strategic management.
I have had the benefit and privilege of working with some of our industry's finest across Prudential, Norwich Union, and Portman Building Society before building our own private client business within St. James's Place Wealth Management here in Dorset and also in the City.
Andrew David Associates are now in their 12th year, and we now developed a reputation of offering a high standard of service and delivery to our clients which are mainly based in the South, South East and Central London.
Clients often ask us “What do I need to earn or have to be a client?” – The only thing we ask is that we like to deal with people who are serious about their financial future.
Both David Murphy and myself, with the active help and support of our families, offer experience and service to our clients backed by the support and guarantee of St. James's Place Wealth Management Group. We reintroduce traditional values to our financial services business, offering long term comfort in the knowledge that your personal needs are being serviced by a group of people that really care.
Whether you are an existing client and you feel we can offer you more, or if you are a potential client who is interested in our services and values, please don’t hesitate to contact us.
We look forward to being the solution for all your financial requirements.
*Trusts are not regulated by the Financial Conduct Authority.