David is Director of Forethought Financial who work in partnership with St James’s Place Wealth Management to provide world-class wealth management.
David has worked within the investment & financial services industry for over 20 years in a number of roles from assisting traders at investment banks to client-facing financial advice. With this combined experience, David has advised numerous SME businesses and private clients across the UK. By listening and understanding an individual’s/business’s short and long-term goals, David can help individuals to devise financial strategies to create, grow and preserve wealth whilst planning for succession to protect them, their families and their business.
The structured approach, experience and qualifications means that David can help individuals attain long-term protection, financial growth and asset preservation.
This approach has been encapsulated through these services:
– Family and Income Protection
– Business Protection
– Pre & Post-Retirement Planning
– Investment Strategy
– Succession Planning for Business Owners
– Business Profit Extraction
– Tax Mitigation
– Estate Planning
– Company Pension Schemes