David Rowledge
MBA APFS
As a Chartered Financial Planner with more than 15 years’ experience, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means that you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support. I provide a wide range of wealth management services to individuals in London and the South East.
About
You may manage a business and only have time to focus on core activities with little time to step back and consider business survival if anything should happen to your fellow Directors or Partners.
In a complex financial world with increasing volatility and the continuing march of legislative changes, the need for a trusted adviser who will put your needs at the centre is vital.
By removing the jargon and explaining concepts clearly, I will work with you to build a life plan for you as an individual or business owner which will aim to build wealth and preserve your long-term prosperity.
My life plan approach provides you with a bespoke service by examining:
Your current position
Your desired position
The strategy to meet your needs.
Within your life plan we will review your existing investments and policies and your attitude to risk. Having identified where you are, we will work together to build your bespoke plan so that you can look forward to arriving at your planned destination by the most effective and efficient means . We will look at protecting the family or business, tax efficient savings to provide for your future needs, building a plan for eventual retirement and looking to see the most effective way of passing your assets on to the next generation to provide you with peace of mind.
In summary, my objective is to provide my clients with a bespoke financial planning service to help them achieve their goals.
The first stage is a confidential, no obligation meeting at one of our London offices, at your home or office or other mutually convenient location.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Equities do not provide the security of capital associated with a deposit account with a bank or building society.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 10/01/2023
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.
