David Wall
BA (Hons) APFS, Certs CII (MP & ER)
I strongly believe that a successful financial plan is not just about performance, it incorporates a multitude of planning that is bespoke to the individual. 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 much your circumstances change.
About
David was invited to join the St. James's Place Partnership in 2013 and has since founded Wall Financial Planning with his wife Alexandra, known as Rosie. After gaining a degree in Business he went on to work for some of the largest well known Blue Chip organisations. This has given him a wealth of experience in the corporate world and provided him with a strong foundation in business planning. David holds the prestigious Chartered Financial Planner title awarded by the Charted Insurance Institute and has passed the Cii’s Advanced Level Pensions examinations.
At Wall Financial Planning we pride ourselves in offering holistic bespoke and quality financial advice in a wide range of important areas including investment and pension planning, Inheritance Tax planning and protection for both private and corporate clients.
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. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.
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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 27/09/2024
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.
