AeroLeads people directory · profile

David Broadbent Email & Phone Number

Principal of David Broadbent Wealth Management at ST. JAMES'S PLACE WEALTH MANAGEMENT PLC

Location: Bingley, England, United Kingdom 3 work roles 1 school

LinkedIn matched

✓ Verified August 2026 3 data sources Profile completeness 100%

Current company

ST. JAMES'S PLACE WEALTH MANAGEMENT PLC

Role

Principal of David Broadbent Wealth Management

Location

Bingley, England, United Kingdom

Who is David Broadbent? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Broadbent is listed as Principal of David Broadbent Wealth Management at ST. JAMES'S PLACE WEALTH MANAGEMENT PLC, based in Bingley, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for David Broadbent.

David Broadbent previously worked as Principal of David Broadbent Wealth Management, Associate Partner Practice of St. James's Place at St. James'S Place Wealth Management Plc and Financial Planning Consultant at Legal & General. David Broadbent studied at Oakbank Grammar.

Profile bio

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

Listed skills include Financial Planning, Investments, Retirement Planning, Financial Advisory, and 6 others.

Current workplace

David Broadbent's current company

Company context helps verify the profile and gives searchers a useful next step.

St. James'S Place Wealth Management Plc

Principal of David Broadbent Wealth Management

3 roles

David Broadbent work experience

A career timeline built from the work history available for this profile.

Principal Of David Broadbent Wealth Management, Associate Partner Practice Of St. James'S Place

Current

St. James'S Place Wealth Management Plc

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.

Sep 2016 - Present

Financial Planning Consultant

Legal & General

Various Building Society Branches In Yorkshire And Cumbria

Providing investment and protection advice to Building Society customers.

Nov 2012 - Sep 2016

Financial Planning Manager

Leeds Building Society

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.

Sep 2008 - Nov 2012

1 education record

David Broadbent education

Oakbank Grammar

FAQ

Frequently asked questions about David Broadbent

Quick answers generated from the profile data available on this page.

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 ST. JAMES'S PLACE WEALTH MANAGEMENT PLC?

David Broadbent is listed as Principal of David Broadbent Wealth Management at ST. JAMES'S PLACE WEALTH MANAGEMENT PLC.

Where is David Broadbent based?

David Broadbent is based in Bingley, England, United Kingdom while working with ST. JAMES'S PLACE WEALTH MANAGEMENT PLC.

What companies has David Broadbent worked for?

David Broadbent has worked for St. James'S Place Wealth Management Plc, Legal & General, and Leeds Building Society.

How can I contact David Broadbent?

You can use AeroLeads to view verified contact signals for David Broadbent at ST. JAMES'S PLACE WEALTH MANAGEMENT PLC, including work email, phone, and LinkedIn data when available.

What schools did David Broadbent attend?

David Broadbent studied at Oakbank Grammar.

What skills is David Broadbent known for?

David Broadbent is listed with skills including Financial Planning, Investments, Retirement Planning, Financial Advisory, Wealth Management, Portfolio Management, Finance, and Insurance.

Security Check