David Spark
Chartered Financial Planner, APFS
My career in financial services spans over 35 years...Whether your priority is to: access your pension benefits, plan for your retirement, improve your investment returns, insure against the unexpected and the financial security of your loved ones, I can help
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.
About
I have been advising Private Individuals, Trustees and Companies on Financial related matters for over 3 decades. I take pride in ensuring my clients receive advice which is truly personal to their needs, combined with outstanding levels of on-going service to ensure their complete satisfaction.
I have been with St. James's Place since 2012.
Prior to this I spent 5 years with Coutts & Co. working in their Entrepreneurs Division in London. I had joined them after spending the whole of my career with Lloyds Bank, where I headed their Wealth Management business in the East of England.
My aim is to provide a holistic and yet highly personal approach to my client’s requirements. I specialise in a broad area, from aiming to increase a client’s tax-efficient income, ISA’s, life and private medical insurance, through to retirement and inheritance tax planning. I also provide expert advice on Mortgages and Equity Release* products, often coupled with Later Life Planning.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
