David Broadbent

David Broadbent Email and Phone Number

Principal of David Broadbent Wealth Management @
David Broadbent's Location
Bingley, England, United Kingdom, United Kingdom
About David Broadbent

I have 40 years experience within the Financial Services Industry ranging from Mortgage Advice, Building Society Branch Management and bespoke Financial Planning to the general public helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, protection, investment planning, inheritance tax planning and mortgage advice. More details are available on my website at: www.davidbroadbentwm.co.ukAs an Associate Partner Practice of St. James’s Place Wealth Management based in Bingley and surrounding areas my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.Your home may be repossessed if you do not keep up repayments on your mortgage.David Broadbent Wealth Management 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). The title "Partner and " Partner Practice" are marketing terms used to describe St James's Place representative.SJP Approved XX/XX/XXXX

David Broadbent's Current Company Details
ST. JAMES'S PLACE WEALTH MANAGEMENT PLC

St. James'S Place Wealth Management Plc

Principal of David Broadbent Wealth Management
David Broadbent Work Experience Details
  • St. James'S Place Wealth Management Plc
    Principal Of David Broadbent Wealth Management, Associate Partner Practice Of St. James'S Place
    St. James'S Place Wealth Management Plc Sep 2016 - Present
    Bingley, W Yorkshire
    St. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering highly personalised face-to-face wealth management advice with a commitment to building long term relationships with our clients based on trust and mutual respect. The St. James's Place proposition is further enhanced by its distinctive approach to investment planning.I pride myself on providing trusted guidance and bespoke advice to help both my longstanding and new clients achieve their financial goals. I aim to provide a simple, tailored solution to all my clients.
  • Legal & General
    Financial Planning Consultant
    Legal & General Nov 2012 - Sep 2016
    Various Building Society Branches In Yorkshire And Cumbria
    Providing investment and protection advice to Building Society customers.
  • Leeds Building Society
    Financial Planning Manager
    Leeds Building Society Sep 2008 - Nov 2012
    Providing investment and protection advice to Building Society customers and promoting the Societies other products, including mortgages, house & contents insurance, Wills/Estate planning etc, whilst being tied to Aviva.

David Broadbent Skills

Financial Planning Investments Retirement Planning Financial Advisory Wealth Management Portfolio Management Finance Insurance Relationship Management Financial Services

David Broadbent Education Details

  • Oakbank Grammar
    Oakbank Grammar

Frequently Asked Questions about David Broadbent

What company does David Broadbent work for?

David Broadbent works for St. James's Place Wealth Management Plc

What is David Broadbent's role at the current company?

David Broadbent's current role is Principal of David Broadbent Wealth Management.

What schools did David Broadbent attend?

David Broadbent attended Oakbank Grammar.

What skills is David Broadbent known for?

David Broadbent has skills like Financial Planning, Investments, Retirement Planning, Financial Advisory, Wealth Management, Portfolio Management, Finance, Insurance, Relationship Management, Financial Services.

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