Senior Partner Practice of St. James's Place Wealth Management
Dave became an adviser of Castell Wealth Management in order to help individuals and business owners achieve their personal and financial goals. He has built his formidable reputation on the service that he provides and the relationships that he has with his clients.
Dave offers simple, easily understood advice and guidance empowering individuals and corporates with the knowledge to make smart financial decisions to gain the most from life.
Prior to joining Castell Wealth Management, Dave enjoyed a successful 12-year career playing professional rugby for Gloucester Rugby, Exeter Chiefs and Harlequins. In 2017, he was fortunate enough to be in the Premiership Winning Team for the 2016-2017 season, playing scrum half for Exeter Chiefs.
Whilst playing rugby, Dave undertook his financial exams and worked hard to obtain the Diploma in Regulated Financial Planning. The experiences and characteristics that enabled Dave to succeed in his sporting career, such as: work ethic, discipline and attention to detail, are the foundations to which his clients are managed.
Outside of work Dave loves nothing more than watching his young daughter chase after the family Bulldog, and he can often be found in the latest local independent coffee shop. He still keeps a hand in rugby and currently plays at the weekend for Rosslyn Park RFC.
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.
Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: Accounts Unlocked, Repton Manor, Repton Avenue, Ashford, Kent, TN23 3GP, United Kingdom.