Andrew David Associates

Financial Services

Appointed Representative of St. James’s Place Wealth Management. Offers services to both corporate and private clients.

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Andrew David Associates (Holdings) Ltd was formed in March 2021, by Andrew Start, one of the founding Directors of Andrew David Associates Ltd, which had been providing financial planning advice since 2008. The new Company was recently formed, following the retirement of his Business Partner, David Murphy.


Andrew’s financial adviser career started in 1990 working with the Prudential, he then worked for the Norwich Union, followed by the Portman Building Society. With over 31 years providing financial advice, he has a very wide breadth of expertise to call upon.


Now, alongside his two Sons, Nathan and Jack, they continue to offer personalised financial planning to individuals, families and businesses, covering Investment Planning, Retirement Planning, Protection, Mortgages, Trust & Estate Planning, Long Term Care and much more.


During the last year, they have, like many other businesses, been offering virtual appointments, ensuring that they can continue to provide a high level of ongoing service and advice, and for some busy people, this approach, has proven to be very convenient. However, as soon as they are able to, home or office appointments can also be arranged.


Their first meetings are no obligation initial consultations, so if you have any questions, please do get in touch.


Your home may be repossessed if you do not keep up repayments on your Mortgage.


Trusts are not regulated by the Financial Conduct Authority.


Andrew David Associates (Holdings) Limited 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


LinkedIn: https://www.linkedin.com/company/andrew-david-associates/



Contact Info

The Market House Wimborne Dorset BH21 1JL

01202 233390