David Melrose
Chartered Financial Planner, APFS
David believes in giving a first-class service to his clients and pays great attention to detail when dealing with all aspects of their financial affairs.
About
David, a Chartered Financial Planner, been advising since 1993 and has since built up a wealth of knowledge and experience during this time and is proud to be able to provide his clients with a bespoke, and holistic financial planning approach to help meet all financial goals and needs.
His emphasis is on creating and maintaining long lasting relationships with his clients and providing them with professional and specialist advice on a wide range of areas including investment, retirement, and inheritance tax planning.
Away from work, David is a keen runner, cyclist, and table tennis player and when he finds the time, he likes to catch up with family and friends.
Testimonials
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.
