Partner Practice of St. James's Place Wealth Management
David Catchpole - Director01473 82845607889 683086
After graduating from university in 1992 with a degree in Economics and Mathematics, I immediately joined the Financial Services Industry. Initially gaining experience with both General Portfolio and Canada Life, this provided me with a fantastic grounding for the industry.
Branching out on my own, I was determined to create a business that combined expertise with the highest levels of service for clients and to make a difference to people's lives. We achieve this everyday, whether it's helping a young family buy their first home and plan for their ongoing and future financial security, a business owner meeting their pension planning provision obligations or older parents organising their estates to ensure their assets can pass most effectively to their loved ones. There are so many real life examples and I am very proud of the service we provide each and everyday.
Our clients are central to all we do, and it is our mission to ensure that we do all we can for a client from a moral, ethical and professional stance. A measure of our success in achieving this is the number of new clients who are recommended to us by our existing, satisfied clients.
I am very fortunate to have a fantastic team around me, who are dedicated and determined to help our clients as much as we possibly can. With a good blend of experience, together with qualifications in specialist areas such as Equity Release* and Long Term Care, we are ideally situated to be able to provide our clients with a bespoke service tailored to their needs.
Away from the day to day running of the business, I have recently been studying for, and passed my Charter Financial Planner exams. I am an avid supporter of my local football team, Ipswich Town. When supporting them becomes too much, I relax with a spot of fishing.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, pleas ask for a personalised illustration.
Contact David Catchpole - Director01473 82845607889 683086
Tel: 01473 828456
Mobile: 07889 683086
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
Primus Financial Solutions is a trading name of Primus Financial Solutions (East Anglia) Limited. Primus Financial Solutions (East Anglia) Limited is registered in England and Wales, Number 09143428. Registered Office: 92 Station Road, Clacton on Sea, Essex, CO15 1SG.