St James’s Place
David is an experienced financial planner and for the last 20 years has been helping clients achieve their financial goals. His specialism is working principally with business owners and high earning professionals ensuring that they accomplish their objectives and financial security is met. He prides himself in simplifying jargon and trying to present complex concepts clearly.
3 simple steps to ultimate financial freedom
International Speaker, leading financial planner David will show you how to achieve ultimate financial security steadily building wealth by harnessing your income and diverting some of it into tax-efficient savings structures. Taking 20 years of financial experience; David has simplified the financial planning process into 3 simple stages which he will share with you. This session is packed with useful information and practical takeaways that can be applied at any stage of your life’s journey
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