Andrew David Associates

The Market House Wimborne Dorset BH21 1JL
The Market House Wimborne Minster BH21 1JL GB

Andrew David Associates Ltd was established in 2008 by Andrew Start and David Murphy.
David’s career as a financial adviser started in 1984 and Andrew’s in 1990. This gives them many years of experience within the industry between them. They previously worked with Prudential, Norwich Union and more locally here in Dorset at the Portman Building Society.
They have an extensive area of expertise which they are able to offer and this covers a very broad spectrum of financial planning, including:-

Investment Planning
Retirement Planning including Auto Enrolment
Protection
Mortgages
Trust and Estate Planning
School Fees Planning
Long Term Care

They can provide you, or your business with support, so please get in touch. Our first meetings are ‘no obligation’ initial consultations.

Your home may be repossessed if you do not keep up repayments on your Mortgage.

The Partner Practice 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 http://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.

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