David Hill

David Hill Email and Phone Number

Chartered Financial Planner and SOLLA Accredited Care Fees Specialist @ David Hill Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management
David Hill's Location
Bedford, England, United Kingdom, United Kingdom
David Hill's Contact Details

David Hill work email

David Hill personal email

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About David Hill

Having worked in the financial industry for over 35 years I am able to help my clients reach their financial goals by providing appropriate advice and access to our distinctive investment management approach. My emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over the years.As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.My advice covers all areas of wealth management, including retirement planning, wealth protection and investment planning. I also specialise in providing Later Life advice, including care fees planning. I am an Accredited Adviser with the Society of Later Life Advisers (SOLLA). Please visit www.planningforcarefees.com for more details.If you would like a no-obligation consultation please contact me on 01234 480540 or david.hill@sjpp.co.ukThe Partner/Partner Practice 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 '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 31/10/2024

David Hill's Current Company Details
David Hill Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management

David Hill Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management

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Chartered Financial Planner and SOLLA Accredited Care Fees Specialist
David Hill Work Experience Details
  • David Hill Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management
    Director And Chartered Financial Planner
    David Hill Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management Apr 2015 - Present
    Bedford, Bedfordshire
    St. James's Place Wealth Management is a FTSE 250 company whose success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
  • Society Of Later Life Advisers (Solla)
    Accredited Later Life Adviser
    Society Of Later Life Advisers (Solla) Apr 2017 - Present
    Bedford, Bedfordshire
    Placing an elderly relative into care is not something that most of us have experience of. There will be plenty of things for you to think about and this may feel a little overwhelming. Arranging for the best care in the right setting will be your priority. My aim is to help you to make the right choices so that you can have financial certainty and peace of mind.
  • Charles Stanley & Co. Limited
    Investment Manager
    Charles Stanley & Co. Limited Apr 2005 - Mar 2015
    Bedford, United Kingdom

David Hill Skills

Wealth Management Investment Management Portfolio Management Asset Allocation Pensions Inheritance Tax Planning Retirement Planning Financial Planning Equity Release Long Term Care Investments Financial Advisory Investment Strategies Financial Services Wealth Asset Management Investment Advisory Finance Trusts Equities Alternative Investments Fixed Income High Net Worth Individuals Mutual Funds Financial Markets Estate Planning Private Equity Bonds Wealth Preservation Planning Protection Income Protection Term Life Insurance Whole Life

Frequently Asked Questions about David Hill

What company does David Hill work for?

David Hill works for David Hill Wealth Management Ltd, Partner Practice Of St. James's Place Wealth Management

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

David Hill's current role is Chartered Financial Planner and SOLLA Accredited Care Fees Specialist.

What is David Hill's email address?

David Hill's email address is da****@****p.co.uk

What skills is David Hill known for?

David Hill has skills like Wealth Management, Investment Management, Portfolio Management, Asset Allocation, Pensions, Inheritance Tax Planning, Retirement Planning, Financial Planning, Equity Release, Long Term Care, Investments, Financial Advisory.

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