Wealth management subsidiary of St. James's 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 Planning, Retirement Planning, including Auto Enrolment, Protection, Mortgages, Trust and Estate Planning, School Fees Planning, Long Term Care. They 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 is an Appointed Representative of and represents only St. James's Wealth Management products and services, more details of which are set out on the Group's website The title 'Partner Practice is the marketing term used to describe St. James's Place representatives.