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
Listed skills include Wealth Management, Investment Management, Portfolio Management, Asset Allocation, and 29 others.