David Williams
MBA DipPFS
Prior to joining the esteemed St. James's Place Academy and qualifying as a Financial Adviser, David was the Managing Director of a 180-strong marketing business which served a range of financial institutions including Barclays Wealth, TSB, the Co-operative Bank and Cirencester Friendly.
About
David’s passion has always been around effective personal financial planning. Consequently, David decided to switch career to help people through providing expert financial advice, which he regards as a privilege and is something he finds very fulfilling. He has seen a number of people miss out on achieving what they want out of life due to poor financial planning, and wants to help as many people as he can – be it to retire comfortably, help their children get a decent start in life, or even just to pursue a dream of their own.
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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
