Andrew David Associates (Holdings) Ltd was formed in March 2021, by Andrew Start, one of the founding Directors of Andrew David Associates Ltd, which had been providing financial planning advice since 2008. The new Company was recently formed, following the retirement of his Business Partner, David Murphy.
They are a family run business offering personalised face to face financial planning advice to individuals, families and businesses. They offer the tactility of a small family office but with the strength and resources of a large FTSE100 company, St. James’s Place.
Andrew’s financial adviser career started in 1990 working with the Prudential, he then worked for the Norwich Union, followed by the Portman Building Society. With over 31 years’ experience providing financial advice, he has a very wide breadth of expertise to call upon.
Now, alongside his two Sons, Nathan and Jack, they offer specialist advice in a wide range of areas including Investment Planning, Retirement Planning, Protection, Inheritance Tax Planning, Long Term care and much more.
They have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This means they have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.
During recent years, they have been offering virtual appointments as well as face to face meetings, ensuring that they can continue to provide a high level of ongoing service and advice. This approach has been well received, with virtual meetings being a very convenient way to keep in touch, whilst still having the opportunity to meet up face to face, be that at home or in their office, situated in one of Wimborne’s oldest Grade 11 listed buildings, constructed in 1758.
Their first meetings are no obligation initial consultations, so if you have any questions, please do get in touch.
Andrew David Associates 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
Andrew David Associates is a trading name of Andrew David Associates (Holdings) Ltd.