I have been in this business for 30 years the past 17 years at St James’s Place. I have now created my Linkedin page so I can keep you up to date with what we do at St James’s Place and with my part in it.
My clients come to me because they are struggling to understand their current financial situation and how they will maintain their lifestyle not just now, but in the future.
They want to know more about the implications and benefits of ‘money matters’ and how the financial products out there can be tailored to their own personal situations. I offer a holistic view on all “ money matters” I look to see where we can offer the best way of meeting goals and giving people the life they want.
One client, recently divorced, came to us because they were worried that their current pension and investments weren't going to sustain their future lifestyle. They could see the money rapidly dwindling away and wanted to know how they could stop that happening. Another came to us because of concerns they couldn’t get to stage of retiring.
Some feedback:
"I was able to speak to David in complete confidence. He was so sensitive to my situation and was able to provide me with a bespoke solution which has now enabled me to effectively manage my investments and pension. He really listened carefully to my requirements, and continually keeps me informed and up to date with all the changes and whatever I need to know. Nothing is too much trouble!
"I trust David completely with my money I now know that whatever happens my bills & more are covered until a ripe old age. I can also take a few more holidays that I never thought would be possible before having met him”.
“I have been in the public sector all my life and really believed I would have to wait much longer before I could retire. After meeting David and taking him through my assets and pension plans I realised I actually could have retired two years earlier!
“My only regret is not having known him sooner”.
Company Details
- Address
- 5 Oaks Court, Elstree,hertfordshire Wd6 1gs,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Money management after divorce, Money matters - what's it all mean, Money Management in general, Plain English Finance Speak, Financial Change - simple explanation, Stopping you running out of money, Helping you retire sooner not later.
- HQ
- Elstree, Hertfordshire
Oakwood Wealth Planning Questions
Oakwood Wealth Planning's website is http://www.sjpp.co.uk/davidpert/index.html
Oakwood Wealth Planning's LinkedIn profile is https://uk.linkedin.com/company/davidpertwealthmanagement
Oakwood Wealth Planning's industry is
Financial Services
Oakwood Wealth Planning's top competitors are
Sfg Wealth Planning,
Alexander Wealth Planning, Llc,
M.a.g By Wealth Planning,
Legacy Wealth Planning,
Carr Wealth Planning,
Gordon Wealth Planning,
Cognis Retirement Group®,
Xeo Wealth Planning,
City Wealth Planning Ltd,
Encore Wealth Planning.
Oakwood Wealth Planning's categories are Financial Services
