Andrew David Associates

We are a family run business offering personalised face to face financial planning advice to individuals, families and businesses. We offer the tactility of a small family office but with the strength and resources of a large FTSE company, St. James's Place. By treating our clients as if they were family, it allows us to build long term client relationships based on trust; we pride ourselves on truly listening to our clients to give quality advice designed to meet their most important wishes. We promise to deliver an ongoing service so we can adapt your plans as your circumstances change. The team has a wealth of experience that equips us to be able to deal with all the different stages in life. Given the inter-generational team we have at Andrew David Associates, we’re able to offer our service in the knowledge that we can deliver our offering with great continuity, knowing that you will maintain a relationship with us many years to come. We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support. Andrew David Associates is an Appointed Representative of and represents only St. James's Place (which is authorised and regulated by the Financial Conduct Authority). Andrew David Associates is a trading name of Andrew David Associates (Holdings) Limited. SJP Approved 16/12/2025