David Berry
Chartered Financial Planner & Fellow of the Institute, FPFS
David developed his expertise with a multi-national financial services provider and practised at the highest level before setting up his own business focussing on practical, aspirational financial advice to our clients and their families.
David is a Chartered Financial Planner, a Fellow of the Personal Finance Society and leads the DB Wealth Management team. Paraplanning support is provided by Marc Millett and Hannah Power who, although non advising, are qualified to Financial Adviser level and clients benefit from our combined financial services experience of over 70 years.
About
Wealth Management and Financial Planning is at the heart of our business and delivering bespoke advice to meet our clients’ changing circumstances our passion. Understanding your vision for the future and helping you lay the financial foundations to help you achieve your life goals are our key aims.
As a Senior Partner Practice of St. James's Place our advice is checked and guaranteed giving the peace of mind and market leverage that only the backing of a FTSE 100 company can offer.
We are proud of our high service standards and the long term financial relationships that we develop through tailored financial planning solutions for our clients from all walks of life. St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 20/07/2022
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.
