David Margo
DipPFS, Certs CII (MP & ER)
Having built a strong reputation for myself, as an honest, trustworthy and successful financial adviser, I took the decision to launch my own boutique advisory practice to assist my clients in achieving their short, medium and long terms goals.
Clients always commented on my great inter-personal skills resulting in building excellent long-term relationships. Having the ability to assess complex situations and explain them in a simple, clear and uncomplicated way is very much appreciated by clients.
About
I enjoy the client interaction and the complex research and analysis that goes in to every meeting.
I offer financial planning services to clients and their families, which is easy to understand and follow, yet highly effective.
I am dedicated to giving exceptional ongoing client support to ensure every aspect of my clients’ financial lives runs smoothly.
My passion is to build long standing relationships that allows me to be directly involved in clients’ family, financial goals and aspirations, whilst helping them on every step of their journey. My clients know they can rely and trust me to help them achieve their financial goals, providing them with peace of mind!
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 16/04/2024
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.
