Andrew David Associates
A wealth of expertise on your doorstep
The Market House, 6 The Cornmarket, Wimborne, Dorset, BH21 1JL
Andrew David Associates is a wealth management practice at The Market House, Cornmarket, Wimborne, providing private and corporate clients with personalised face-to-face advice rather than off-the-shelf solutions. Set up in 2008 as a family-run business, it offers the feel of a small family office with the resources of the much larger St. James's Place, through which its advice is delivered. It holds Chartered status, the profession's gold standard for financial planners, and advises on investment, retirement, protection, corporate matters, mortgages and long-term care.
What they offer
- Investment planning
- Retirement planning
- Protection planning
- Corporate services
- Mortgages and specialist banking
- Intergenerational wealth management
- Long term care service
- Advice for business owners
- Advice for company directors
- Advice in retirement
Where to find them
The Market House, 6 The Cornmarket, Wimborne, Dorset, BH21 1JL
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