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
St. James'S Place Wealth Management Plc
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Principal Of David Broadbent Wealth Management, Associate Partner Practice Of St. James'S PlaceSt. James'S Place Wealth Management Plc Sep 2016 - PresentBingley, W YorkshireSt. 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.
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Financial Planning ConsultantLegal & General Nov 2012 - Sep 2016Various Building Society Branches In Yorkshire And CumbriaProviding investment and protection advice to Building Society customers. -
Financial Planning ManagerLeeds Building Society Sep 2008 - Nov 2012Providing 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
David Broadbent Education Details
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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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David Broadbent
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David Broadbent
Founder And Director Of Dalton Cyber Security, Providing Straightforward Cyber Protection For Smes That Keeps Out The Cyber Criminals And Keeps Businesses In Business.Manchester Area, United Kingdom
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