David Killingley Email & Phone Number

20 St Andrew Street London Ec4A 3Ag

Partners Wealth Management is a leading financial service practice offering strategic planning and asset allocation advice to top City professionals, business owners and wealthy individuals. We work extensively with partners in the Big Four accountancy practices and Magic Circle law firms. Our goal is to help you accumulate and enhance your lifetime’s wealth. We do this by providing practical, tax efficient and transparent advice surrounded by a high level of proactive service.For those still working and time poor, we take away the hassle of building your financial security so that you can attend to your own business needs. For those in retirement, our focus is more likely to be on tax efficient income generation and capital preservation.Founded in 2004, we are privately owned and offer a fully “Independent” as opposed to a “Restricted” financial advice service.We currently have over 50 in our team and are growing steadily.We manage approximately a billion pounds of clients’ funds.

A new RDR compliant role created to provide a personalised, needs based, financial planning and advice review service to the highest value and most complex clients within Natwest Bank.Managing a small but growing portfolio of 50 high net worth clients who must hold a minimum of £1 million of assets with RBS Group to qualify for the service. Working with a number of Private Bankers to maintain effective and productive relationships in order to optimise customer service and generate referrals.

Moved from the RBS side of the business, to help establish the Private Client Service within Natwest. Managing a small portfolio of 90 high net worth clients, reputed to be the Bank’s most wealthy and influential clients, with responsibility for providing comprehensive financial solutions according to their individual requirements.Utilising expert knowledge of the complete range of products and services, including banking, investments, trusts, estate planning and tax, to provide appropriate advice to clients.Developing and maintaining positive relationships with clients, including hedge fund managers, high profile celebrities, professionals and entrepreneurs, and ensuring their continuing satisfaction with service delivery.Consistently achieving annual income of more than £2 million to achieve recognition as one of the top ten income producers for the division, and in 2012 was the highest income producer, bringing in excess of £5 million.

Responsible for the profitable management of a portfolio of clients, advising on product and service availability and ensuring their loyalty to the RBS brand.