David Makin
FPFS
I have worked in Financial Services since 2003, in which time I have undertaken a significant number of qualifications, the most recent being awarded Chartered Financial Planner status and being made a Fellow of the Finance society in 2017.
About
With experience in advising clients in both bancassurance and as an IFA, I have gained invaluable insight into the financial planning needs of individual clients as well as the challenges faced by business owners and their teams.
I pride myself on getting to know my clients and therefore truly understanding their needs. I am committed to building long term trusted relationships with face-to-face bespoke advice being an integral part of the advice process.
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.
