David Haugh

Background

About David Haugh

As a financial adviser with SRB Wealth Management Ltd, I provide wealth management solutions to individuals and business owners.When I’m not working, you will find me playing fives, in the gym or spending time with friends and family.My main focus as an adviser is to build long term relationships and provide clients with financial peace of mind.In order to do this, I help clients: Build and preserve their capital Protect against a number of financial risks Consider their retirement & estate planning needsFor instance: You may have assets sitting in cash or have multiple pensions that aren’t working as hard as they could and you may not have the time to work out what’s best to do to maximise their value. Perhaps your business is working well and providing a great living, but you want to protect this and make it work harder for you It may be time to start thinking about how best to protect your family and their future.If you would like further details or a conversation with no obligation, please feel free to get in touch.Email: david.haugh@sjpp.co.ukCall: 07769116420The value of your investment can go down as well as up. You could get back less than you invested.SRB Wealth Management Ltd is an Appointed Representative and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and other titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.SJP Approved 21/05/2024