David Cole
DipPFS
I am the third generation of my family to have entered the financial services sector. Starting as far back as 1921 with my grandfather, followed by my mother, I am very proud to share the same family philosophy of handing financial success on to the next generation and firmly believe that prudent financial planning should cater to the needs of all the family, from the oldest down to the youngest.
I joined The J. Rothschild Partnership in 1998 before establishing Burfields House Wealth Management Ltd in 2002. I have been a Principal Partner with the St. James's Place Partnership since 2006 and am one of only a small number of Principal Partners out of over 3,500 within the organisation. I deliver advice tailored to each client’s personal circumstances and needs, to provide clear and easy-to-understand investment strategies. I firmly believe that continuity of advice is key to my clients’ long-term financial security.
As one of the two founders of the Tongole Foundation, I have been directly involved with the creation of a wildlife reserve and children’s charity in Malawi, Africa. Working with local people in deprived areas to build a sustainable business and provide much needed education, employment and training is something that I am immensely passionate about and continue to actively support.
Testimonials
David has kept in touch with us regularly, given advice and referred us to long care planning for our future. He has updated our financial situation regularly in a clear way which is helpful and easy to understand. We are introducing our family members to David to ensure continuity of our finances f...
Past performance is not indicative of future performance.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
David always gives me clear and excellent advice.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
“I have not had the occasion to need to meet with David these past months, having been able to complete any necessary contact and advice via one of his colleagues, who has been first class. Having said that I know that David (as the Senior Partner) is always very approachable and will be there for m...
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
Always very helpful and reassures me everything is fine!
As ever, a voice of reason from you I have invested with SJP for many years, and over this time you have given every reason for confidence. It is, of course, the people who panic and sell low that enable those of us with calmer minds to profit. One can only assume that the current turmoil has bee...
Both my wife and I are very glad that we invested our savings with St. James's Place through Burfields House Wealth Management. We now have peace of mind knowing our money is safe and our powers of attorney and wills are in place and linked. We have a very good relationship with our Principal Par...
I have been more than happy with the service, attention and outcomes of my relationship through what have been some challenging times. Despite working in the financial sector I have not always given my own affairs the necessary attention; the results from “leaving it to them that know†have b...
David Cole and the team have supported us for the last 10 years and have provided invaluable advice enabling us to plan our finances for now and for the future. Everyone at Burfields House is welcoming and efficient and it is reassuring to know our finances are in safe hands. Two words spring to ...
David Cole has always been helpful and answered all my concerns without hesitation. We feel confident that he and the team at Burfields look after our best interest. Our portfolio has reflected this over the years. Even though the virus has been a disaster for most investments I am confident that...
Having always been skeptical about any form of financial advice, we are now completely enlightened! David Cole and his team offer a service that has clarity and knowledge regarding a great many aspects of financial planning. We feel our finances are in safe hands and are enabled to realise their ...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
David has been a staunch friend and adviser over the many years that he has handled my affairs. I have nothing but gratitude and admiration for his support. I would not hesitate to recommend him to anyone.
We have been with St. James's Place since 2007 after being impressed by the fact that they do not rely on one investment company but various companies which are monitored for performance on a regular basis. At Burfields House they have taken interest not only of our investments, but us and our pe...
In 2004 my husband and I became clients of David Cole. We found him to give very sound advice. Since 2015 I have remained a client on my own and found David to be extremely helpful giving me his trustworthy and sound advice. He always explains his advice in a clear and easy manner. His service an...
We would not hesitate recommending David and his team. Always attentive, very friendly and professional in all that they do. We have built up a good relationship over the years and put our complete trust in their advice. We would certainly not be in the good position we are in without their guida...
Joining St. James's Place 10 years ago I feel I was admitted into a very caring and special family. There is always a friendly and helpful voice at the end of a telephone and a welcoming smile whenever I visit the office. I feel very relaxed and content with the sensible and sound help and advice...
David Cole with his excellent team at Burfields House Wealth Management have managed our investment portfolio for over 10 years which also incorporates provision for the inheritance tax requirements for our children and grandchildren and approved the remaking our wills. David has the gift of bein...
David Cole and his team have looked after my interests since 2015. I'm only sorry that I didn't find them sooner! Their advice, support and service is outstanding; I would not hesitate to recommend them to my friends and family.
I think the angels must have been watching over me when my portfolio fell into David's hands. His advice and guidance over the years has led to consistent growth in the value of my assets which is quite remarkable. I have total confidence in his judgement and would recommend him without hesitatio...
I joined Burfields House in 2004, with David Cole as my Partner. Throughout that time I have always found him to be 100% helpful and understanding. I am not very financially literate so am dependent on his knowledge and expertise and he has never failed to fulfil my expectations. Investment-wise ...
David gave me a review of the state of the financial industry consequential to the coronavirus pandemic, pointing out how he had managed to contain his losses for the year to minimal amounts. He suggested some changes to some funds, which I did not entirely understand, but I am sure will be to my...
David has been there whenever his sound advice is required. He has always either addressed the subject professionally and wisely, or been able to use the resources of the fantastic team around him. As we get older the support provided is even more appreciated. We know most of his clients are espe...
Both my wife and I are very glad that we invested our savings with St. James's Place through Burfields House Wealth Management. We now have peace of mind knowing our money is safe and our powers of attorney and wills are in place and linked. We have a very good relationship with our Principal Par...
David reports a performance which is impressive and offers security for my future. His financial advice has been sound and comprehensive, and moulded to my requirements. He is professional, likeable and unreservedly recommended for those who require a genuine personal financial adviser.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Aside from protecting and growing our capital, inevitably the prime consideration, St. James's Place, through the excellent services of David Cole and his staff, have provided constant, prompt and re-assuring advice. My wife and I have come to regard our financial mentors as friends. I would have...
We were recommended to David Cole by a friend, “Just have a chat and see what you think,” he said. It was a turning point in our finances, he has taken charge of our investments and totally looked after our interests, changing funds when needed, always inspiring confidence and trust. We would recomm...
He listened to what I said and didn't rush me to make decisions, when the time was right his advice was sound. The service and support of his team has always been exceptional. I would not hesitate in recommending him to anyone.
David Cole & his team at St. James's Place in goudhurst have always put my best interests at heart by giving me sound and trustworthy advice in my financial affairs. They are a pleasant and friendly team who always give a warm welcome every time we meet; I would not hesitate recommending Davi...
Good morning David. You dealt with my parents’ finances. They had such faith in you and left us kiddies very financially secure. When we met with you after losing dad I was most definitely not going to leave my share of the money he left us with you. I have huge trust issues and just didn’t reall...
I just want you to know that we appreciate what you do and the advice that you give to our family. The personal and friendly nature of your organisation is why we stay.
We have always been happy with your advice. Everything we have queried has been dealt with efficiently and speedily. A very good service and hope it continues for a few years yet!
David as always gives me clear and excellent advice.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
David has helped so much by understanding what I know and don’t know plus explaining clearly and supporting the financial decisions my husband and I make. It has allowed us to feel confident in these financial arrangements. We also so appreciate the 1:1 service he gives us.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
David continues to provide excellent service and makes me feel I am the most important of his clients. He remembers, from meeting-to-meeting things that we have discussed about my family too.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
We are confident that the advice and support we are given by David is, as always, the very best. We know that he and all those at Burfields House will always be there in support.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
We have been with David for the past ten years and have received excellent service. He has helped us with inheritance tax planning and loan trusts for the children. My wife is especially pleased to know that Burfields House is always available for help and advice.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
(David) continues to keep me updated with advice and suggestions. Always shares information to ensure I receive the best possible return on my investments.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
David has provided us with good, sound financial advice with clear explanation on how the markets are working. He clearly understands our financial needs as he has good listening skills. David understands why we need more "fluid" savings & consequently does not recommend long term investments which ...
Past performance is not indicative of future performance.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
David has kept in touch with us regularly, given advice and referred us to long care planning for our future. He has updated our financial situation regularly in a clear way which is helpful and easy to understand. We are introducing our family members to David to ensure continuity of our finances f...
Past performance is not indicative of future performance.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
David always gives me clear and excellent advice.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
“I have not had the occasion to need to meet with David these past months, having been able to complete any necessary contact and advice via one of his colleagues, who has been first class. Having said that I know that David (as the Senior Partner) is always very approachable and will be there for m...
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
Always very helpful and reassures me everything is fine!
As ever, a voice of reason from you I have invested with SJP for many years, and over this time you have given every reason for confidence. It is, of course, the people who panic and sell low that enable those of us with calmer minds to profit. One can only assume that the current turmoil has bee...
Both my wife and I are very glad that we invested our savings with St. James's Place through Burfields House Wealth Management. We now have peace of mind knowing our money is safe and our powers of attorney and wills are in place and linked. We have a very good relationship with our Principal Par...
I have been more than happy with the service, attention and outcomes of my relationship through what have been some challenging times. Despite working in the financial sector I have not always given my own affairs the necessary attention; the results from “leaving it to them that know†have b...
David Cole and the team have supported us for the last 10 years and have provided invaluable advice enabling us to plan our finances for now and for the future. Everyone at Burfields House is welcoming and efficient and it is reassuring to know our finances are in safe hands. Two words spring to ...
David Cole has always been helpful and answered all my concerns without hesitation. We feel confident that he and the team at Burfields look after our best interest. Our portfolio has reflected this over the years. Even though the virus has been a disaster for most investments I am confident that...
Having always been skeptical about any form of financial advice, we are now completely enlightened! David Cole and his team offer a service that has clarity and knowledge regarding a great many aspects of financial planning. We feel our finances are in safe hands and are enabled to realise their ...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
David has been a staunch friend and adviser over the many years that he has handled my affairs. I have nothing but gratitude and admiration for his support. I would not hesitate to recommend him to anyone.
We have been with St. James's Place since 2007 after being impressed by the fact that they do not rely on one investment company but various companies which are monitored for performance on a regular basis. At Burfields House they have taken interest not only of our investments, but us and our pe...
In 2004 my husband and I became clients of David Cole. We found him to give very sound advice. Since 2015 I have remained a client on my own and found David to be extremely helpful giving me his trustworthy and sound advice. He always explains his advice in a clear and easy manner. His service an...
We would not hesitate recommending David and his team. Always attentive, very friendly and professional in all that they do. We have built up a good relationship over the years and put our complete trust in their advice. We would certainly not be in the good position we are in without their guida...
Joining St. James's Place 10 years ago I feel I was admitted into a very caring and special family. There is always a friendly and helpful voice at the end of a telephone and a welcoming smile whenever I visit the office. I feel very relaxed and content with the sensible and sound help and advice...
David Cole with his excellent team at Burfields House Wealth Management have managed our investment portfolio for over 10 years which also incorporates provision for the inheritance tax requirements for our children and grandchildren and approved the remaking our wills. David has the gift of bein...
David Cole and his team have looked after my interests since 2015. I'm only sorry that I didn't find them sooner! Their advice, support and service is outstanding; I would not hesitate to recommend them to my friends and family.
I think the angels must have been watching over me when my portfolio fell into David's hands. His advice and guidance over the years has led to consistent growth in the value of my assets which is quite remarkable. I have total confidence in his judgement and would recommend him without hesitatio...
I joined Burfields House in 2004, with David Cole as my Partner. Throughout that time I have always found him to be 100% helpful and understanding. I am not very financially literate so am dependent on his knowledge and expertise and he has never failed to fulfil my expectations. Investment-wise ...
David gave me a review of the state of the financial industry consequential to the coronavirus pandemic, pointing out how he had managed to contain his losses for the year to minimal amounts. He suggested some changes to some funds, which I did not entirely understand, but I am sure will be to my...
David has been there whenever his sound advice is required. He has always either addressed the subject professionally and wisely, or been able to use the resources of the fantastic team around him. As we get older the support provided is even more appreciated. We know most of his clients are espe...
Both my wife and I are very glad that we invested our savings with St. James's Place through Burfields House Wealth Management. We now have peace of mind knowing our money is safe and our powers of attorney and wills are in place and linked. We have a very good relationship with our Principal Par...
David reports a performance which is impressive and offers security for my future. His financial advice has been sound and comprehensive, and moulded to my requirements. He is professional, likeable and unreservedly recommended for those who require a genuine personal financial adviser.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Aside from protecting and growing our capital, inevitably the prime consideration, St. James's Place, through the excellent services of David Cole and his staff, have provided constant, prompt and re-assuring advice. My wife and I have come to regard our financial mentors as friends. I would have...
We were recommended to David Cole by a friend, “Just have a chat and see what you think,” he said. It was a turning point in our finances, he has taken charge of our investments and totally looked after our interests, changing funds when needed, always inspiring confidence and trust. We would recomm...
He listened to what I said and didn't rush me to make decisions, when the time was right his advice was sound. The service and support of his team has always been exceptional. I would not hesitate in recommending him to anyone.
David Cole & his team at St. James's Place in goudhurst have always put my best interests at heart by giving me sound and trustworthy advice in my financial affairs. They are a pleasant and friendly team who always give a warm welcome every time we meet; I would not hesitate recommending Davi...
Good morning David. You dealt with my parents’ finances. They had such faith in you and left us kiddies very financially secure. When we met with you after losing dad I was most definitely not going to leave my share of the money he left us with you. I have huge trust issues and just didn’t reall...
I just want you to know that we appreciate what you do and the advice that you give to our family. The personal and friendly nature of your organisation is why we stay.
We have always been happy with your advice. Everything we have queried has been dealt with efficiently and speedily. A very good service and hope it continues for a few years yet!
David as always gives me clear and excellent advice.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
David has helped so much by understanding what I know and don’t know plus explaining clearly and supporting the financial decisions my husband and I make. It has allowed us to feel confident in these financial arrangements. We also so appreciate the 1:1 service he gives us.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
David continues to provide excellent service and makes me feel I am the most important of his clients. He remembers, from meeting-to-meeting things that we have discussed about my family too.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
We are confident that the advice and support we are given by David is, as always, the very best. We know that he and all those at Burfields House will always be there in support.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
We have been with David for the past ten years and have received excellent service. He has helped us with inheritance tax planning and loan trusts for the children. My wife is especially pleased to know that Burfields House is always available for help and advice.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
(David) continues to keep me updated with advice and suggestions. Always shares information to ensure I receive the best possible return on my investments.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
David has provided us with good, sound financial advice with clear explanation on how the markets are working. He clearly understands our financial needs as he has good listening skills. David understands why we need more "fluid" savings & consequently does not recommend long term investments which ...
Past performance is not indicative of future performance.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
David has kept in touch with us regularly, given advice and referred us to long care planning for our future. He has updated our financial situation regularly in a clear way which is helpful and easy to understand. We are introducing our family members to David to ensure continuity of our finances f...
Past performance is not indicative of future performance.
The review shown above has been gathered and displayed directly through VouchedFor and has not been verified by SJP.
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.
