Wealth management subsidiary of St. James' Place. Offers services to both corporate and private clients.
Andrew David Associates Ltd was established in 2008 by Andrew Start and David Murphy.David's career as a financial adviser started in 1984 and Andrew's in 1990. This gives them many years of experience within the industry between them. They previously worked with Prudential, Norwich Union and more locally here in Dorset at the Portman Building Society.They have an extensive area of expertise which they are able to offer and this covers a very broad spectrum of financial planning, including:-Investment PlanningRetirement Planning including Auto EnrolmentProtectionMortgagesTrust and Estate PlanningSchool Fees PlanningLong Term CareThey can provide you, or your business with support, so please get in touch. Our first meetings are no obligation initial consultations.Your home may be repossessed if you do not keep up repayments on your Mortgage.
The Partner Practice 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 The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.