Senior Partner Practice of St. James's Place Wealth Management
David joined Mercer & Associates in October 2013 and is responsible for meeting with clients and providing bespoke, holistic financial planning advice.
David brings a wealth of experience to Mercer and Associates from key managerial positions that he has held within several high profile blue chip organisations. The positions have developed his entrepreneurial attitude, experience in high level business planning, attention to detail, commercial acumen and ability to forge lasting relationships.
In addition to his degree in Business Economics, David also holds the Diploma in Financial Planning awarded by the Chartered Institute of Insurance and is currently studying towards becoming a Chartered Financial Planner which is the most prestigious award possible within this industry.
Dave specialises in:
Complex trust* planning
IHT and estate planning
Reviewing existing pension and investment assets
Tax efficient profit extraction
When not meeting new clients and managing complex holistic advice cases, David enjoys spending time with his wife, Rosie and young son Hugo. He likes to travel, play squash and perfect his skills in home improvement.
David is a member of the Personal Finance Society and Chartered Institute of Insurance
*Trusts and wills are not regulated by the Financial Conduct Authority.
Contact David Wall, BA(Hons) DipPFS - Associate Partner
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.
Mercer & Associates Wealth Management Ltd is registered in England and Wales, Number 6532938. Registered Office: Heritage Place, 1 - 2 Grosvenor Court, Foregate Street, Chester, CH1 1HG, England.