David Brister

David Brister

Halyard Wealth Management

Minimum savings/pensions: Any amount

0208 166 8476
Based in Aldwych
View location

Verified since: January, 2021

4.9 out of 5

21 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 April 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    David has not received any reviews in the last 12 months

    David has not received any client reviews in the past 12 months

  • Restricted Financial Adviser

    Last checked: 13 December 2024

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  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with David

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 6 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 April 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    David has not received any reviews in the last 12 months

    David has not received any client reviews in the past 12 months

  • Restricted Financial Adviser

    Last checked: 13 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    David has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    David has not yet added their fees to their profile

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with David

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 6 first impressions)

With over 20 years of experience working within the financial services industry I have developed a true passion for helping people to achieve their aspirations and goals, through effective financial planning. As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. That means you can be confident you are dealing with one of the UK’s leading advisers, who is wholly committed to providing you with the best possible advice, service and support. At one time or another, most of us will need to seek financial advice whether this be for a mortgage, building and preserving wealth for yourself and your family, or simply making sure that when you stop working there is enough income for you to enjoy financial freedom. In today’s fast-paced world, where already complex rules are constantly evolving, I provide a personalised face-to-face service that provides my clients with true peace of mind and reassurance. I take the time to get to know you and your circumstances before offering advice. As a Partner Practice of St. James's Place Wealth Management, my philosophy focuses on developing and maintaining long-term trusted relationships, whilst demonstrating quality and integrity, which in turn gives you peace of mind. When you need advice, you need advice you can trust. You also need a person who doesn’t talk jargon and explains concepts clearly. Your home may be repossessed if you do not keep up repayments on your mortgage. 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. 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

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About David's clients

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