David brings over 26 years of experience in the financial services sector, including 11 years as a Partner at St. James's Place. He joined Baggerman Wealth Management in July 2023 and specialises in delivering holistic financial advice to both corporate and personal clients.
David is known for his strategic insight and commitment to helping clients navigate complex financial decisions with clarity and confidence.
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.