An Associate Partner of St. James's Place Wealth Management

David Stainton

David Stainton

DipPFS
I firmly believe that planning for a secure future, be it for yourself, your family, or your business, is one of the most important steps you will ever take.

About

I joined St. James's Place in 1994 as a member of the Westerham management team. My responsibilities included acquisition of new joiners to St. James's Place Wealth Management, training and development of Partners, providing advice to individuals and businesses as well as mentoring other advisers. Westerham is now regarded as one of the most successful locations in the Company. I then took the decision to build my own Practice from the Westerham location.

Becoming an Associate Partner of St. James's Place Wealth Management means I can focus on developing a lifelong relationship with my clients, helping to secure the financial futures of themselves and their families.

I appreciate that your financial situation is unique, and therefore if financial advice is to be truly valuable it must be based on a comprehensive and detailed overview of your financial circumstances with someone you trust. However, unless your plans are acted upon and regularly reviewed, changes in your circumstances or the effects of inflation may erode their value to your detriment.

As an Associate Partner at St. James's Place Wealth Management, I can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.

The value of an investment with St. James's Place is directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Promotions

Item 1 of 3

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Testimonials

Item 1 of 4
St James's Place have always contacted me regularly to make sure all is well, and I am very happy with all the services. Would I recommend anyone? Yes I would. Since David Stainton has been the Business Partner contact for me, he has also become a very good friend. If I could help David, with rec...
Name Supplied, April 2017

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

SJPWM-Crop-Blue.svg

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 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.