Burfields House Wealth Management Ltd
Principal Partner Practice of St. James's Place Wealth Management
David is the third generation of his family to have entered the financial services sector. Starting as far back as 1921 with his grandfather, followed by his mother, he is very proud to share the same family philosophy of handing financial success on to the next generation and firmly believes that prudent financial planning should cater to the needs of all the family, from the oldest down to the youngest.
David joined Rothschild in 1998 before establishing Burfields House Wealth Management Ltd in 2002. He has been a Principal Partner with the St. James’s Place Partnership since 2006 and is one of only a small number of Principal Partners out of over 3,500 within the organisation. David delivers advice tailored to each client’s personal circumstances and needs, to provide clear and easy-to-understand investment strategies. He firmly believes that continuity of advice is key to his clients’ long-term financial security.
As one of the two founders of the Tongole Foundation, David has been directly involved with the creation of a wildlife reserve and children’s charity in Malawi, Africa. Working with local people in deprived areas to build a sustainable business and provide much needed education, employment and training is something that he is immensely passionate about and continues to actively support.
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.
Burfields House Wealth Management Ltd is registered in England and Wales, Number 11011315. Registered Office: Burfields House, The Plain, Goudhurst, Kent, TN17 1AE, England.