David Berry
MSc (Finance)
David founded D B Wealth Management in 2013 and has built the client base up to a concentrated portfolio of high net worth clients whose funds under management with David now exceed £200m. Prior to 2013, David worked in a leading Private Bank, where he was an IFA, and his career covered working at two of the big four UK banks, as a financial adviser, but also initially in traditional banking.
David holds qualifications significantly above those required to be a financial adviser. David has a Masters Degree in Finance, where he graduated with a Distinction. David is also a Chartered Financial Planner and a Fellow of the Personal Finance Society.
D B Wealth Management is made up of a team of three people. Paraplanning and admin support is provided by Hannah Power and Marc Millett who, although non advising, are qualified to Financial Adviser level and clients benefit from our combined financial services experience of almost 90 years.
About
Wealth Management and Financial Planning is at the heart of our business and delivering bespoke advice to meet our clients’ changing circumstances our passion. Understanding your vision for the future and helping you lay the financial foundations to help you achieve your life goals are our key aims.
As a Senior Partner Practice of St. James's Place our advice is checked and guaranteed giving the peace of mind and market leverage that only the backing of leading wealth management company.
We are proud of our high service standards and the long term financial relationships that we develop through tailored financial planning solutions for our clients from all walks of life. St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Marc Millett
Client Services Manager
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 16/07/2024
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.
D B Wealth Management Ltd is registered in England and Wales, Number 08350966. Registered Office: Blaydon House, 83, Burkes Road, Beaconsfield, Buckinghamshire, HP9 1EE.
