David Harris
DipPFS, Cert CII (MP & ER)
I founded the business in April 2009, When I joined St. James's Place with the support of my wife Diane.
Since then, the business has grown with the addition of my son Christopher, now a director and my daughters Caroline & Deborah. Caroline, who I am proud to say has recently achieved her DipPFS qualifications and has now joined Christopher and myself in an advising role. Deborah takes the important role of keeping the office in check as office manager, with the support of our new administration assistant Suzanne.
About
I have had over 30 years’ experience in the financial services industry. My areas of specialisation are in investment planning for retirement, post retirement planning with a view to mitigating Inheritance Tax and advising on the provision of later life planning. Our business is committed to building and sustaining long term relationships based on trust, superior service, and the quality of our initial and ongoing advice, which we place at the heart of everything we do.
Why St. James's Place:
Harris Associates has gained the benefit of the extensive research facilities that St. James's Place offers, in addition to the experience and expertise provided by St. James's Place. St. James's Place have selected products and services from both themselves and a number of carefully selected providers that, through them, we are able to offer them to you. We believe that St. James's Place and their chosen providers represent the ‘best of bread’ in their respective categories and are capable of delivering the high standards you would expect. Harris Associates W M Ltd feel that the added protection and support from St. James's Place is vital in today complex financial environment.
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.
