David Booth
BA (Hons), DipPFS, Cert CII (MP)
I work closely with entrepreneurs, business owners, and high-net-worth families to ensure their money works purposefully to support the life they want to live. Building trusted, long-term relationships is a key part of my approach, allowing me to truly understand each client’s goals and priorities. By combining face-to-face financial planning with the latest technology, I help clients make confident, informed decisions and get the most out of their wealth - today and in the future.
As a business owner myself, balancing work with family life, time on the golf course, and following my beloved AFC Wimbledon, I understand how valuable time is and the importance of having trusted professionals in areas where you may not have the time, inclination, or specialist expertise. I work alongside my clients as a long-term Partner, helping them achieve their goals and aspirations with clarity and confidence.
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.
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.
