Our Philosophy

Our core values focus upon offering an expert service
of distinct quality, integrity and excellence which in
turn gives financial peace of mind to discerning individuals and business clients.

Meet the Team David is facilitated by a friendly, helpful and conscientious team.     more

Working with other specialists We often work alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.     more

Testimonials "David took the time to really understand our financial position and our motivation in seeking advice. This gave a firm base on which to build an effective working relationship. He is attentive and thorough offering a creative and comprehensive service made easy for the client.The chosen investment funds are actively managed by St. James's Place with regular updates building confidence in future financial performance. Personal reviews are well prepared and tailored to individual requirements with clear informative documentation". Anonymous     more

Our Services After determining your specific financial goals and objectives, and assessing your risk tolerances, we will be able to develop a comprehensive strategy tailored to your individual needs, in the following areas:     more

Inheritance Tax Planning If you are deciding who is to benefit from your Estate or you are expecting to inherit yourself, careful planning can prove of vital importance. Inheritance Tax affects an increasing number of families and use of the current exemptions should be made.     more

Investment Solutions A successful investment is critical to the financial well-being of our clients. In many cases the role of The David Penney Practice is to work alongside clients to review all their investments.     more

Guaranteeing our advice The St. James's Place Wealth Management Group guarantees the advice given by The David Penney Practice when recommending any of the products and services provided by companies in the group.     more