David Groom Email & Phone Number

At Think Wealth, our emphasis is on maintaining a lifelong relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years. Our ultimate goal is to give you financial peace of mind.You can talk to us about the below services:► Investment planning► Retirement planning ► Inheritance Tax planning► Protection planning► MortgagesExperienced Chartered Financial Planner with over 25 years experience in the financial services industry. Skilled in all areas of financial planning including retirement planning, investment planning, IHT planning, protection, mortgages and corporate financial planning. I am keen to develop relationships with:► Individuals ► Families with complex estates► Business owners/entrepreneurs I am happy to offer any advice on financial planning, so please feel free to contact me.Office - 0161 6162865E-mail – david.groom@sjpp.co.ukWebsite - www.thinkwealth.co.ukWhen I'm not working, I enjoy spending quality time with my son, usually outside, hiking and a keen follower of rugby.The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.Your home may be repossessed if you do not keep up repayments on your mortgage.Think Wealth Ltd 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 14/05/2024