David was a Founder Member of St. James's Place and has worked in financial services for over 37 years, providing broad based advice, mainly to directors, professionals and business owners, helping them with practical solutions to the financial issues that concern them most.
His advice covers all areas of wealth management including, retirement planning, wealth protection and investment planning. In his role as Senior Adviser at Burfields House Wealth Management Ltd based in Goudhurst in Kent, his emphasis is on maintaining a long term relationship with his clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
With his wealth of expertise and knowledge David is happy to discuss and provide advice on any financial concerns you may have, such as investment and pension planning or Inheritance Tax planning.
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.
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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.