David Gee
DipPFS, CeMap
David enjoys his family life with Nicola his partner their two children and both dogs. David is a keen sportsperson and enjoys tennis and cricket and is keen on water sports. David also enjoys time in Northumberland and is a keen Newcastle United and Newcastle Falcons fan.
About
David is a highly experienced Financial Adviser with over 14 years experience. His career began with MGM Assurance in 2003 and he quickly became a highly respected and successful appointed representative. More recently David worked offshore in the financial services sector before he was invited to join St. James's Place.
Our advice covers all areas of Wealth Management, including Retirement Planning, Tax Efficient Investment Planning and the wider areas of Wealth Protection such as Life Assurance, Critical Illness Cover, Income Protection, Private Health Cover and Estate/Family Trust* Planning. We also help our clients with Mortgages and the associated planning that comes with home ownership.
As the Principal of an Associate Partner Practice of St. James's Place based in the South West and M4 corridor David's emphasis is on maintaining a long-term relationship with his clients to provide them with a source of trusted advice as their financial needs evolve over the years, helping clients grow and protect their wealth.
Client service is exceptionally important and we believe in regular contact with our clients. It's our role to help secure our clients' financial security via tailoring products to meet their exact needs.
Testimonials
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.
