Managing Director
Current
2020 - Present
~6 yrs 6 mos
AeroLeads people directory · profile
David Pert Email & Phone Number
Managing Director at OneWealth Ltd
at
OneWealth Ltd
LinkedIn matched
✓ Verified July 2026
2 data sources
Profile completeness 86%
Current company
Role
Managing Director at OneWealth Ltd
Location
Greater London, England, United Kingdom
Who is David Pert? Overview
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Quick answer
David Pert is listed as Managing Director at OneWealth Ltd at OneWealth Ltd, based in Greater London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for David Pert.
David Pert previously worked as Managing Director at Onewealth Ltd and Senior Partner at Wb Wealth Management.
Company email context
Email format at OneWealth Ltd
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OneWealth Ltd
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Profile bio
About David Pert
I have been in the personal wealth management sector since 1990, joining St. James's Place Wealth Management, formerly known as the J. Rothschild Assurance Group, in March 1998.My focus is maintaining a long-term trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives my clients financial peace of mind. The level of client satisfaction may be judged by the fact that many new clients come to me as a result of personal recommendation from existing clients.
Listed skills include Investments, Financial Advisory, Inheritance Tax Planning, Finance, and 13 others.
Current workplace
David Pert's current company
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3 roles · 29 years
David Pert work experience
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2018 - Aug 2020
Principal Of Oakwood Wealth Planning
St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.THE TAILORED SERVICE OAKWOOD WEALTH PLANNING WILL PROVIDE TO YOU INCLUDES:• Face-to-face review meetings•… Show more St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.THE TAILORED SERVICE OAKWOOD WEALTH PLANNING WILL PROVIDE TO YOU INCLUDES:• Face-to-face review meetings• Availability to speak on the telephone between review meetings to discuss any financialmatters important to you as your needs change over time• Regular financial communications tailored to you and your interests• Correspondence and literature that is clear and easy to understand• Clarity and guidance in all aspects of your financial wellbeing Show less
1998 - Nov 2018
FAQ
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What company does David Pert work for?
David Pert works for OneWealth Ltd.
What is David Pert's role at OneWealth Ltd?
David Pert is listed as Managing Director at OneWealth Ltd at OneWealth Ltd.
Where is David Pert based?
David Pert is based in Greater London, England, United Kingdom while working with OneWealth Ltd.
What companies has David Pert worked for?
David Pert has worked for Onewealth Ltd, Wb Wealth Management, and Senior Partner Practice Of St. James’S Place Wealth Management.
How can I contact David Pert?
You can use AeroLeads to view verified contact signals for David Pert at OneWealth Ltd, including work email, phone, and LinkedIn data when available.
What skills is David Pert known for?
David Pert is listed with skills including Investments, Financial Advisory, Inheritance Tax Planning, Finance, Financial Planning, Pensions, Wealth Management, and Wealth Management Services.
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