David North
David specialises in crafting customised financial plans for current and retired business owners, as well as the self-employed as these individuals all have unique financial needs. David caters to high-net-worth individuals facing various financial situations. His expertise includes inheritance planning, helping clients minimise their tax burden on investment planning, and crafting strategies for those with significant income.
About
Building a Reputation for Excellence
David's career in financial services began 15 years ago at Lloyds Bank PLC. In September 2000, his expertise was recognised when he was invited to join St. James's Place as a Partner Practice.
The Birth of Navigation Wealth Management
After 15 years of success at St. James's Place, David decided to take his business to the next level. In 2015, he merged his practice with Darren Wood, a fellow St. James's Place Partner he'd known for a decade. This collaboration led to the creation of Navigation Wealth Management.
Client-Centric Approach at its Core
At Navigation Wealth Management, the focus is on building strong client relationships. David takes pride in providing exceptional service and fostering personal connections with his clients – a philosophy he's maintained for nearly two decades.
Tailored Financial Planning
David specialises in bespoke financial advice for current and retired business owners, as well as the self-employed. He understands that each client has unique needs, and his approach reflects that.
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.
