About David Pert

David Pert

I have been in the financial services sector since 1990, joining St. James's Place Wealth Management in 1998.


My focus is maintaining a long-term trusted relationship with my clients, showing distinct quality, integrity and excellence, which in turn gives my clients financial peace of mind. The level of client satisfaction may be judged by the fact that many new clients come to me as a result of personal recommendation from existing clients.

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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.

OneWealth Ltd is registered in England and Wales, Number 12584748. Registered Office: Summit House, 13 High Street, Wanstead, London, E11 2AA.