Andrew David Associates

At Andrew David Associates, we are a family-run business that has been providing personalized, face-to-face financial planning advice to individuals, families, and businesses for over a decade. Our mission is to offer a unique blend of the transparency and approachability of a small family office with the strength and resources of a large FTSE100 company, St. James's Place.

Our History

We established Andrew David Associates in 2008 with the aim of providing tailored, individual, high-quality service to our clients. Since then, we have grown our business beyond our wildest dreams and have been delighted to have successfully supported our clients in achieving their financial goals. Over the years, we have navigated many changes that have impacted us personally and professionally. The year 2020 was particularly extraordinary, and many of us re-evaluated our priorities and made changes in our private and working lives.

Our Team

Our team is led by Andrew and Nathan, who have been dedicated to providing exceptional financial planning advice to their clients. In 2021, David Murphy, who co-founded the company with Andrew 13 years ago, retired from the business, and we wish him the very best for his retirement. Jack Start, who originally joined the business in 2014 as an Office Administrator, qualified as a Financial Adviser in May 2022 and has joined Andrew and Nathan in supporting the business going forward.

Our Services

We specialize in providing high-quality advice on many aspects of wealth management, working closely with our clients to help them achieve their financial goals. Our services include:

Long Term Care Service

Arranging care for yourself or a loved one can be an emotional and complicated time. We are here to help you navigate the issues and provide guidance on the important decisions that need to be made.

Chartered Status

We are proud to be Chartered Financial Planners, the profession's gold standard for financial planners. This recognition confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree and commits to continuing professional development and adherence to an industry standard Code of Ethics.

Testimonials

Our clients have praised our services, saying:

"The service provided by Nathan and the Team has always been first class. They are very good at keeping you up to date on matters and quickly respond to any questions you may have in a clear and precise manner." - Private Client

"Andrew David Associates have over a number of years provided in a friendly and personalised manner sound advice for both my pension and savings needs, giving me the benefit of local access to a major wealth management company and resulting in my deciding to consolidate all my financial planning with them." - Private Client

Accreditation

We are an Appointed Representative of and represent only St. James's Place Wealth Management plc (which is authorized and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services. Our trading name is Andrew David Associates, and our registered office is located at 21 Church Road, Poole, BH14 8UF.