David R Smith
BSc (Hons), MSc, DipPFS
David has worked within the investment & financial services industry since 1999 in a number of roles from assisting traders at investments banks to client facing financial advice. With this combined experience, David has advised numerous SME businesses and private clients across the UK.
He is originally from the South of England where he grew up, but eventually moved onto Wales for University, London for work once he graduated, Kent, back to Wales, Manchester and now Cheshire.
David enjoys keeping fit, walking, cycling, watching a variety of sports and spending time with friends and family.
About
By listening and understanding to an individuals/businesses short and long term goals, David can help you to devise financial strategies to create, grow and preserve wealth whilst planning for succession to protect them, their families and their business.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
