Andrew David Associates is a Wealth Management business that offers the tactility of a small family office but with the strength and resources of a large FTSE100 company, St. James's Place.

Our clients are typically situated in London and the South, however as we tend to work on referral and often have deep relationships with the various generations of the clients we serve, we have clients throughout the UK.

We provide a bespoke service, working face to face and remotely for both personal and corporate advice.

Private Clients

• Investment Planning
• Retirement Planning
• Protection
• Mortgages
• Long Term Care Planning
• Inheritance Tax Planning
• Annuities
• Equity Release*

Corporate Clients

• Corporate Protection
• Corporate Pensions
• Employee Benefits
• Commercial Funding

Please free to contact us if you have any queries regarding the above – and we would be delighted to have an initial and no obligation chat.

*Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.