David Bean Wealth Management was established in 2011. It's Principal David Bean accepted an invitation to join St. James's Place Wealth Management. Prior to this, the Practice was operating as an IFA.
David Bean Wealth Management covers the City of London and the Essex areas.
Addressing your straightforward and resolving your complex financial planning issues is exactly what we do, making it easier for you to understand and manage your wealth.
Off-the-shelf solutions don't work and experience shows every single client has uniquely personal concerns, requirements and ambitions.
Recognising this in all our dealings with you helps to build strong, long-lasting and practical relationships.
We have access to exceptional expertise through the resources of St. James's Place Wealth Management meaning you can benefit from a diverse skill and knowledge base.
All these resources can be put to use to help your planning be as effective as possible, providing you with a clear picture of progress towards your financial goals whilst targeting actions to address your particular concerns.
Planning Your Retirement
Retirement is simply about accumulating sufficient assets.
Whether you decide to ease your way into it or stop working altogether, the key is to do so in ways that fit with your plans; we’ll design strategies to maximise your opportunities.
Generation to Generation
Use of main-stream planning to help your personal or family wealth pass efficiently from generation to generation delivers peace of mind.
Our experience, sensitivity and understanding of the options in this complex area means we can work with all parties to formulate solutions that work for you.
It’s absolutely vital that effective tax-planning forms part of your wealth management strategy and yet it’s surprising how often it’s omitted.
We will incorporate tax-planning in your solutions; helping you keep more of the money you make.
Cash reserves, later-life funding and family security are often poorly planned or even disregarded.
Our holistic approach ensures simple and practical solutions show you how to combat the risk of the unforeseen thwarting your planning.