David Pert
I have been in the financial services sector since 1990, joining St. James's Place in 1998.
About
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.
Testimonials
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.
