Introducing David Bell
With over 20 years experience in giving clients high quality financial advice, this has assisted me, through the St. James's Place Partnership, in helping my private and corporate clients achieve their financial goals.

My philosophy focuses upon maintaining a long term trusted relationship with clients through high quality and distinctive wealth management and financial planning products, provided by the St. James's Place Wealth Management Group.

The level of satisfaction may be judged by the fact that most new clients come to me as a direct result of personal recommendations by existing clients.

I offer the benefit of a single relationship to meet all financial needs, through providers which have been carefully selected to complement and enhance the range of St. James's Place Wealth Management Group products. The services that I provide are in the following areas:-

  • Building and Preserving Capital

  • Managing Cash

  • Personal and Corporate Protection against death and/or sickness

  • Private Health Insurance

  • Retirement Planning

  • Estate Planning

  • Mortgages: Personal; Corporate; BTL*; Lifetime**

  • General Insurance

  • Will provision***


    • I aim to keep clients aware of the most up to date information within the markets and publish a Monday Market Bulletin highlighting financial and economic issues on a weekly basis. Please click the Market Update link on the left hand side of the page to view this.

    St. James's Place Guarantee
    The St. James's Place Wealth Management Group guarantees all advice given by me when recommending any of the products and services provided by the companies within the group.

    I hope that the remainder of this site is of interest to you. If you have any queries please contact me through my contact us page. Alternatively you can send an email.


    2010 Emergency Budget Report - Click here for a summary.

    Protect your assets from taxation and the cost of long term care. Click here.

    Investing for income in a time of low interest rates – for more information, please click here.



    *Buy-to-let mortgages are not regulated by the Financial Services Authority.
    **To understand the risks and features associated with a Lifetime mortgage, please ask for a personalised illustration.
    ***May be separate and distinct from those services offered by St. James's Place. Wills are not regulated by the Financial Services Authority.