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David Mclaughlin is listed as Financial Planner & Partner of Broad Chare Partners at Broad Chare Partners, a company with 6 employees, based in Newcastle Upon Tyne, England, United Kingdom. AeroLeads shows a work email signal at sjpp.co.uk and a matched LinkedIn profile for David Mclaughlin.
David Mclaughlin previously worked as Partner of Broad Chare Partners at Broad Chare Partners and Managing Director at Mclaughlin Financial Services. David Mclaughlin holds Ba, Risk Management from Glasgow Caledonian University.
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I have worked in Financial Services for 28 years providing bespoke advice to business owners, professionals, retired clients and high net worth individuals to help them achieve their financial goals.As a Partner of Broad Chare Partners, I provide a wide range of Wealth management services to individuals and business. 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.Specialties: Currently working with professionals providing financial planning and investment advice.Advise in all areas of Financial Planning, however specialise in Pension and Investment Planning. More details are available at www.broadchareparters.co.uk Also will refer to specialists in my business if required.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The 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) 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. Broad Chare Partners is a trading name of Broad Chare Partnership LLP. The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.SJP Approved 22/07/2024
Listed skills include Financial Planning, Investment Advisory, Pensions, Retirement Planning, and 17 others.
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Newcastle Upon Tyne, United Kingdom
Based in Newcastle City Centre, Broad Chare Partners specialises in offering a personal and tailored wealth management service to help individuals achieve their financial goals both personally and in business.Our financial expertise is underpinned by our breadth of experience and high level of professional qualifications, ensuring you receive the highest.
Newcastle Upon Tyne, United Kingdom
Owner managed business specialising in providing wealth management advice to high net worth individuals and business.
Recruited to manage and develop sales force in Newcastle, however once recruited ended up managing Edinburgh, whole line of management made redundant including me and this encouraged me to start my own business.
Setting up and establishing sales team and dedicated financial services team and provide advice to high net worth clients
Providing Financial Advice to clients of the Zurich Advice Network
Managing teams of advisers in Newcastle, Edinburgh and Glasgow
Other employees you can reach at broadcharepartners.co.uk. View company contacts for 6 employees →
John Paul
Colleague at Broad Chare Partners
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
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SA
Stephen Adair
Colleague at Broad Chare Partners
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
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PH
Pete Halliday
Colleague at Broad Chare Partners
United Kingdom, United Kingdom
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CS
Chris Straker
Colleague at Broad Chare Partners
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
David Mclaughlin works for Broad Chare Partners.
David Mclaughlin is listed as Financial Planner & Partner of Broad Chare Partners at Broad Chare Partners.
AeroLeads has found 1 work email signal at @sjpp.co.uk for David Mclaughlin at Broad Chare Partners.
David Mclaughlin is based in Newcastle Upon Tyne, England, United Kingdom while working with Broad Chare Partners.
David Mclaughlin has worked for Broad Chare Partners, Mclaughlin Financial Services, Zurich Financial Services, Rmt Financial Management, and Dunbar Independent.
David Mclaughlin's colleagues at Broad Chare Partners include John Paul, Stephen Adair, Pete Halliday, and Chris Straker.
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David Mclaughlin holds Ba, Risk Management from Glasgow Caledonian University.
David Mclaughlin is listed with skills including Financial Planning, Investment Advisory, Pensions, Retirement Planning, Wealth Management, Retirement, Investments, and Inheritance Tax Planning.
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