David McLaughlin
BA Dip PFS
David has over 30 years' experience of working and advising within Financial services with most of his time spent advising the Medical profession, business owners and the retired. His breadth of knowledge and experience gives his clients the comfort that they are dealing with an experienced and knowledgeable and trusted adviser. Most of David’s clients therefore come from personal recommendations or professional referral.
About
Where appropriate, he consults with other specialists and works with clients’ other professional advisers, such as solicitors and accountants, in order to provide an integrated approach to advice on long-term objectives such as building & preserving capital and retirement & exit planning*, whilst continually reviewing the generation of income and capital growth in a tax efficient and flexible manner.
*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Testimonials
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.
