Welcome to Andrew David Associates Ltd
Welcome to Andrew David Associates
Andrew David Associates - Wimborne Office
Andrew David Associates - Wimborne Office

Andrew David Associates Ltd.

A member of the St. James's Place Partnership.
OUR AIMS:

"To offer the tactility of a small family business but with the strength and support of the considerable expertise of St. James's Place."


What we do:

We offer a personalised, face to face Wealth Management service to individuals and businesses operating from our offices in Dorset and London or if preferable in the comfort of your own home.

We have exclusive access to the St. James's Place Wealth Management Group products and services plus also from a range of carefully selected organisations.

Our areas of expertise provide the following services:-

  • Investments
  • Retirement Planning
  • Protection
  • Mortgages
  • Trust and Estate Planning
  • School Fees Planning

What makes us different:
  • A regular and repeat assessment of your financial needs
  • Access to the award winning St. James's Place Investment Monitoring Approach
  • A robust and transparent service delivery providing consistent and relevant attention, tailor made to your needs
  • An advice guarantee backed by St. James's Place


Trusts are not regulated by the Financial Services Authority

Your home may be repossessed if you do not keep up repayments on your mortgage.