namemark

David Barker

DipFA MIFS
Before accepting an invitation to establish DTB Wealth Management, I gained 31 years experience working for Refuge, Leek United, Zurich & Lloyds Banking Group.

I have achieved Diploma status in financial planning awarded by the Chartered Institute of Insurance (DipFA) and I am a member of the Institute of Financial Services (MIFS).
Email
Location : Greater Manchester
0161 834 9480
07789 958704

About

Since 1984, I have specialised in understanding and meeting the financial needs of my clients whilst offering a high degree of personal service. At DTB Wealth Management we 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.

I appreciate that your financial situation is unique and therefore if financial advice is to be truly valuable it must be based on a confidential comprehensive and detailed overview of your financial circumstances.

As an Associate Partner Practice of St. James's Place, I can provide you with a personal wealth management service designed to meet your short and long term needs.

Outside of the business, David enjoys travel, history, football, golf and time with his family and friends.

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Advice and services

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

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
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Protection planning
We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.
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Retirement planning
We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.
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Mortgages and specialist banking
Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.
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Corporate services
Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.
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Other services
We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.
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Intergenerational Wealth Management
Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.
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Calculators
Use these calculators to help you determine more about your current or future financial position.
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News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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More about St. James's Place

Our investment management approach

A number of carefully selected external managers of outstanding ability manage our client funds.

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St. James's Place Charitable Foundation
The Charitable Foundation is the charitable arm of the St. James's Place Group.
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Award winning service
It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.
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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 24/07/2024

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.

David Barker
DTB Wealth Management
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