David joined Mercer & Associates in September 2019, having previously advised clients since 2004. He is Diploma qualified and became a Chartered Financial Planner in 2020.
David was a financial adviser with HSBC for several years, predominantly advising business owners. More recently, David was employed by a large Chartered Accountancy Practice, where he enjoyed nearly 9 years advising business owners, families and trustees on all aspects of Wealth Management.
David is a great proponent of working with fellow legal and financial professionals, to ensure all client’s financial planning needs are comprehensively managed.
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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.