DAVID

David works closely with clients, creating engaging financial plans aligned with their goals. With over 25 years of finance expertise, he has cultivated strong client relationships, earning recognition as one of the UK's Top Rated Advisers on VouchedFor. Formerly with Natwest and HSBC, David joined St. James's Place in 2016 and, in 2024, became part of Capital Planning Partners, a Senior Partner Practice of St. James's Place... Capital Planning Partners believe in building and maintaining a long-term trusted relationship with our clients. We are a well-established company offering valued and trusted face-to-face, and virtual, financial planning advice to individuals, families and businesses... Here at Capital Planning Partners we believe in building and maintaining a long-term trusted relationship with our clients. Our philosophy is that providing high-quality personalised advice, coupled with the highest standards of integrity and excellence, gives you - the client - total peace of..

Also known as: Capital Planning Partners

Registration numbers: 06968303 (W)

Primary location: Westerham United Kingdom