David Munn Wealth Management
With over twenty years of experience in finance and having worked for such industry heavyweights as the Halifax, Aon Consulting and Barclays Wealth, I am delighted to have joined the prestigious St. James’s
Place Partnership.

The cornerstone philosophy of my practice is to establish and maintain long term, trusted relationships with private clients, as well as small and medium size enterprises.

Everyone’s financial situation is unique and, therefore, if financial advice is to be truly valuable it must be based on a comprehensive and detailed overview of your financial circumstances.

I do not provide off the shelf (or off the web) based solutions, but I do offer the benefit of a single personal relationship to meet all of your financial goals, based upon an understanding of your own unique needs, views and aspirations.

I provide face-to-face advice in the comfort of your own home, at our offices or at your place of work and specialise in Wealth Creation and Preservation, particularly against the adverse impact of Long Term Care Costs and Inheritance Tax which includes advice on Tax and Trusts, Wills and Powers of Attorney.**

Please do feel free to request one of our guides, or contact me with any questions that you might have, or to arrange a free initial consultation which is, of course, entirely without cost or obligation.


**Wills and Trusts are not regulated by the Financial Services Authority. Additionally, advice on Wills and Powers of Attorney involve a service that is separate and distinct from those offered as a representative of St. James's Place.

Working with other specialists
I 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