Business Details
Chartered Financial Planning Services in Poole
Andrew David Associates has established itself as a trusted provider of personalised wealth management solutions. Our team of Chartered Financial Planners combines rigorous professional qualifications with a commitment to ongoing development, ensuring we maintain the highest industry standards. We specialise in delivering tailored advice across investment management, retirement planning, and protection strategies for both private and corporate clients. Our approach prioritises client needs through face-to-face consultations and bespoke financial strategies. With recognition as a Partner Practice within the St. James's Place Partnership, we offer access to comprehensive wealth management products while maintaining local service delivery.Our Chartered Status reflects our adherence to the profession's gold standard and ethical code of conduct. Clients benefit from our expertise in navigating complex financial decisions, including intergenerational wealth planning and long-term care arrangements. We maintain transparency in our processes and focus on building lasting relationships through consistent, responsive communication. Our team's dedication to excellence is evidenced by client testimonials highlighting the quality of our advisory services and timely support. We operate under the regulatory oversight of the Financial Conduct Authority, ensuring compliance with financial services regulations.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Wealth Management
Long Term Care Planning
Intergenerational Wealth Planning
Details
- Year established: 2025
Highlights and features
- We hold Chartered Financial Planner status, representing the profession's gold standard
- Our team maintains ongoing professional development and ethical code compliance
- We provide face-to-face, bespoke financial planning tailored to individual circumstances
- We offer access to St. James's Place Wealth Management's comprehensive product range
- Our local practice combines national expertise with personalised client service
Associations and certifications
- Chartered Insurance Institute (CII)
What people say
Personalised manner
Sound advice
First class service
Quick responses
Clear communication
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your financial goals and risk tolerance. We provide ongoing portfolio reviews and market analysis to optimise returns while maintaining appropriate diversification. Clients benefit from access to St. James's Place Wealth Management's extensive investment options and research resources.
Retirement Planning
We develop comprehensive retirement plans considering your current assets, desired lifestyle, and tax efficiency. Our approach includes pension consolidation, income projections, and tax-efficient withdrawal strategies. We help clients navigate complex retirement regulations while ensuring sustainable income throughout their retirement years.
Protection Planning
Our protection planning assesses insurance needs to safeguard against financial risks. We offer tailored life, critical illness, and income protection solutions. The service includes regular policy reviews to ensure continued suitability as clients' circumstances evolve over time.
Corporate Services
We provide businesses with strategic financial planning covering succession planning, key person protection, and company pension schemes. Our services help business owners manage corporate assets and implement tax-efficient remuneration structures. We support companies in establishing employee benefit packages aligned with business objectives.
Long Term Care
This specialist service helps clients navigate the financial aspects of long-term care arrangements. We assess care funding options, including insurance solutions and asset protection strategies. Our guidance helps families make informed decisions about residential care, home care, and NHS funding eligibility.
People
Nathan
Lead Financial Planner
Nathan leads our financial planning team with over 15 years' experience in wealth management. He specialises in retirement planning and investment strategy, maintaining Chartered Financial Planner status. His client-focused approach ensures clear communication and timely responses to financial queries.
Questions
What qualifications do your advisers hold?
Our team holds Chartered Financial Planner status, requiring bachelor-level qualifications and ongoing professional development.
Are you regulated by the FCA?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, authorised and regulated by the Financial Conduct Authority.
Do you offer face-to-face consultations?
We provide in-person meetings at our Poole office and can arrange home visits for clients requiring long-term care planning.
How are your fees structured?
We operate transparent fee structures discussed during initial consultations, with no hidden charges for our advisory services.
Can you help with intergenerational wealth transfer?
Yes, we specialise in creating strategies for transferring wealth between generations while minimising tax implications.
What investment options are available?
Through our partnership with St. James's Place, we offer access to a comprehensive range of investment funds and portfolio solutions.
