Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
David joined Swann Financial in a paraplanning role to assist the team. David started his career with an IFA and also worked for a large asset management company in a business & technical support role.
David has achieved his Level 4 Diploma in Regulated Financial Planning and is working towards the Advanced Diploma in Financial Planning. He enjoys using his technical knowledge of financial planning to assist the team and give clients an exceptional service.
Personally David loves to travel and spend quality time with his wife and two boys.
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.