David Goodwin
DipPFS
I’ve been in the financial services business since 1995, when I joined the Cooperative Insurance Society as a financial adviser. I became a sales manager there in 1999 and then regional sales manager, looking after a large area and team. In 2006 I was invited to join St. James's Place.
Our offices are based in Newcastle, and our clients come from a wide surrounding area including the Borders, the Lake District and South Yorkshire.
About
My career in Financial Services spans over 25 years, the last 14 years having been spent running my own Practice, D G Wealth Management, Associate Partner Practice of St. James's Place.
I offer a comprehensive range of Financial Advice to both my private and corporate clients including Investment Planning, Retirement Planning, Inheritance Tax Planning, Trusts and Life and Business Protection Planning. I also have access to specialist expertise for *Wills and Mortgages.
The Majority of my clients have been with me for many years and I enjoy a very proactive working relationship with them. They know that it is very easy to contact me should they have something to discuss or questions to ask. I personally ensure that I meet all my clients at least once a year face to face, remaining fully aware of their changing priorities and circumstances is imperative to me and often proves to be invaluable to them.
I am very pleased to say that almost every one of my new clients comes to me via personal recommendation from existing clients which I recognise as a great accolade. A consultation with me can prove very beneficial in providing valuable advice and direction. I am always happy to offer this to existing clients and potential new clients alike in a relaxed, straightforward and approachable manner.
As we are acutely aware there are good times and also very challenging times to live and manage. As your Adviser I am here to support you throughout and help you achieve your own best individual outcome. I am always on hand for my clients to provide them with the most up to date data on opinions in the markets.
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.
Your home may be repossessed if you do not keep up repayments on your mortgage
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.
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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 30/10/2024
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.
