About David Bean

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

David’s expertise is “goal-based financial planning”. Working with his clients to ensure they have a plan to get them to their financial goals, whether it's to travel the world or to pay for children’s or grandchildren’s school fees. David’s two favourite parts of his job are ensuring that when he advises a client, they have a financial strategy to achieve all they want. The other part he very much enjoys are client events and getting the opportunity to thank his clients, and professional connections he works with. David also really enjoys learning, and personal development is important to him. David is also keen on football, golf and most things sports-related.

Testimonials

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I know both my firm and my clients family could not be happier with the service you have provided. David, I would not hesitate to recommend you to all my family, clients and contacts and you are the only adviser I trust to use for larger investments or more complicated matters. On behalf of my firm ...
Manzul Islam |Solicitor, Romford

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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.

David Bean Wealth Management Ltd is registered in England and Wales, Number 7554336. Registered Office: 1 Rutland Approach, Hornchurch, Essex, RM11 3EP.