David Bean
Cert PFS, Cert CII (MP), DiP FA, CeFA
I have worked in the financial industry my whole adult life, I started as an online trader in Canary Wharf which I enjoyed very much. I joined the banking industry shortly after and I have been a qualified adviser since 2008. I have worked in Bancassurance and as an IFA before joining St. James's Place in November 2013. Over the years I have continued to become more professionally qualified and really enjoy broadening my knowledge which helps me help clients with more challenge and complex financial needs.
About
I have a passion for helping business owners and personal clients financial plan for a better future. We do this by using a range of systems and solutions and bespoke plans for every client. We also promote financial wellness seminars in the workplace.
- Creating bespoke financial plans
- Cashflow modelling for clients.
- Financial education wellness seminars
My two favourite parts of my job are ensuring that when I advise a client, they have a financial strategy to achieve all they want. The other factor I very much enjoy are client events and getting the opportunity to thank my clients, and the professional connections I work with.
During my time working in financial services and banking, I have spent time working and helping many different people all with very different monetary obstacles and needs. The one determining factor that he believes allows people to reach their goals personally or financially, is having a financial plan that is regularly reviewed.
This is the corner stone when it comes to helping people reach their financial dreams. I enjoy nothing more than working with clients helping them achieve their goals they have, both personally and for their family.
On a personal note, I very much enjoy nice restaurants and socialising with friends. I love going to the cinema and especially enjoy all the Marvel films. I am also a keen sports fan. I have a particular passion for football, boxing and golf. I am a West Ham United fan.
In my spare time you can find me on the golf course, or in the cinema. I also have 2 children which keep me very busy and enjoy spending time with them.
Testimonials
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.
