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.
