David Bean

Cert PFS, Cert CII (MP), DiP FA, CeFA

David has worked in banking and finance for 17 years in a range of different positions.

Specialisms:

About

During David's time working in financial services and banking, he has spent time working and helping many different people all with very different monetary obstacles and needs. The one determining factor that he believes allows people to reach their goals personally or financially, is having a financial plan that is regularly reviewed. This is the corner stone when it comes to helping people reach their financial dreams. David enjoys nothing more than working with clients helping them achieve their goals they have, both personally and for their family.

In David's spare time he is a keen sports fan and enjoys watching all types of sport. He is a season ticket holder for West Ham and enjoys playing football. David also enjoys playing golf and would like to get out and play more. David's other interests involve cinema, reading, dining out and trying new restaurants in and around the local area.

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.

Municipal Financial Planning is a trading name of David Bean Wealth Management Ltd. David Bean Wealth Management Ltd is registered in England and Wales, Number 07554336. Registered Office: 1 Rutland Approach, Hornchurch, Essex, RM11 3EP.