Easom Wealth Management
David Easom
APFS Chartered Financial Planner
At Easom Wealth Management, we offer bespoke face to face advice and enjoy meeting clients to understand both their individual and family goals. We take great pride in helping you to plan your finances in a step towards achieving these goals. This will involve providing initial advice as well as conducting regular review meetings to help your plans remain on track and to help you adapt to any change in circumstances.
About
I have been in financial services since 1987 of which over 25 years have been involved in providing financial advice. During this time I have strived to provide clear and sound financial advice to help enable my clients to achieve their dreams and aspirations.
To offer my clients additional expertise, I sought to further my existing Financial Adviser qualifications, and in 2017 I was proud to achieve the status of Chartered Financial Planner. Chartered status is recognition of technical competence and demonstrates that I am at the forefront of my profession whilst offering confidence and reassurance to my clients.
I am married to Gemma and have two daughters. As a family we enjoy days out and taking holidays both in the UK and abroad. In addition to this I enjoy most sports but particularly like football, cricket and cycling.
Promotions
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 05/06/2023
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.
