Ex-Portman wealth management specialists bring
St. James's Place to Dorset

Andrew and David, two wealth management specialists with more than 35 years experience between them in financial services have set up a new family practice in Dorset. Their new business, Andrew David Associates, a member of St. James's Place will be based in Ferndown and will also have an office in the City.

Andrew and David both previously worked for the Portman Building Society, joining the company on the same day in 1996. Having developed a wealth of experience within the organisation during this time they are now able to offer their own bespoke financial planning service for affluent clients in the local area.

Their key areas of focus will be:

• Helping people to manage cash and borrowings
• Assisting with the building and preserving of capital
• Always protecting assets against risk

"Through the St. James's Place Partnership, we will be able to offer a comprehensive wealth management service to high net worth individuals," said Andrew. "The Partnership will give us access to some of the finest specialists in the sector, enabling us to provide a personal service for clients either as individuals or at corporate level."

"There is a growing need for quality wealth management advice in the area," said David. "Given some of the recent global events what people need right now is advice and assurance."

Last year, St. James's Place, which has more than £18 billion worth of funds under management, was named the Daily Telegraph Wealth Manager of the Year.

For a free complimentary guide about 'Wealth Management','Retirement Planning' or Inheritance Tax Planning', please contact Andrew or David on 01202 862340 or visit their website at www.andrewdavid.co.uk