David Booth

My role is to give you control and understanding of your finances. I will work together with you, as an individual, family or small businesses to make a financial plan suited to your needs, in order to help you make the best financial decisions for yourself and your family, and just as importantly help to avoid any costly mistakes. The majority of clients I work with are from the London and Surrey areas, although I do work with clients across Southern England, from Devon to Kent. My advice covers all areas of wealth management, including, but not limited to: - Retirement & Pension Planning - Savings & Investment Planning - Wealth & Personal Protection - Corporate Services - Mortgages Often individual’s wealth is intrinsically linked to their business. When working with small and medium sized businesses, some of the areas I can help with are: - Profit extraction - Business protection - Aspects of exit strategy More details are available on my website at https://www.lombardprivateclients.co.uk/ Your home may be repossessed if you do not keep up repayments on your mortgage. For new clients, initial meetings and conversations are on a non-obligation basis, so should you feel a review of your financial circumstances would be useful, feel free to contact me. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx