David Hannon
DipPFS
David Hannon has had a successful career within the financial services sector, having worked for several institutions and rising to become one of the most successful Business Consultants in the industry. In 1994 he was pleased to accept an invitation to join St. James's Place(then J. Rothschild Partnership) as an Associate Partner where he now has access to the distinctive investment approach and superior customer care that St. James's Place has to offer.
About
As a Partner of St. James's Place, David offers a comprehensive Wealth Management service. He helps identify the products and services that can assist clients, their families and their businesses, to achieve their financial objectives. The service offered is thoroughly professional, strictly confidential and covers crucial aspects of financial planning. Most notably, clients’ arrangements are continually reviewed to take account of their changing circumstances.
David also has access to the St. James's Place Trust and Estate Planning Services which offers a full Will writing*, advisory and storage service to all of his clients.
*The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place.
Wills and Trusts are not regulated by the Financial Conduct Authority
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.
